+243.0%
CB vs VOO
+317.9%
-74.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.8% | -2.0% |
| 7D | -1.5% | +0.1% | -1.6% | -1.7% |
| 30D | +6.5% | -3.3% | +9.8% | +8.8% |
| 3M | +4.1% | -2.4% | +6.5% | +5.5% |
| 6M | +14.4% | +2.6% | +11.8% | +11.3% |
| YTD | +17.5% | +11.3% | +6.2% | +7.4% |
| 1Y | +27.5% | +13.4% | +14.1% | +14.7% |
| 3Y | +71.6% | +80.3% | -8.7% | +4.5% |
| 5Y | +100.6% | +72.7% | +27.9% | +25.0% |
| 10Y | +243.0% | +310.0% | -67.0% | +9.2% |
| All | +243.0% | +317.9% | -74.9% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling