+216.8%
CB vs VOO
+314.0%
-97.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.1% |
| 7D | -0.6% | +0.5% | -1.2% | -1.0% |
| 30D | -3.9% | -0.9% | -3.0% | -3.3% |
| 3M | +4.9% | +3.9% | +1.0% | +1.7% |
| 6M | +3.3% | +14.5% | -11.3% | -7.1% |
| YTD | +8.5% | +13.0% | -4.4% | -1.6% |
| 1Y | +22.1% | +19.4% | +2.6% | +5.9% |
| 3Y | +70.1% | +78.9% | -8.7% | +4.7% |
| 5Y | +97.4% | +82.3% | +15.1% | +17.7% |
| 10Y | +216.8% | +314.2% | -97.4% | -3.4% |
| All | +216.8% | +314.0% | -97.2% | -3.4% |
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