+247.9%
CB vs VOO
+311.2%
-63.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | 0.0% | +3.3% | -3.2% | -2.2% |
| 30D | +7.4% | -2.7% | +10.1% | +9.2% |
| 3M | +8.6% | -1.7% | +10.4% | +9.6% |
| 6M | +16.1% | +3.1% | +13.0% | +12.6% |
| YTD | +20.2% | +11.9% | +8.3% | +9.4% |
| 1Y | +27.2% | +12.1% | +15.1% | +15.5% |
| 3Y | +72.7% | +78.6% | -5.9% | +6.1% |
| 5Y | +105.9% | +73.8% | +32.1% | +27.7% |
| All | +247.9% | +311.2% | -63.3% | +10.3% |
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