+804.2%
CB vs VOO
+777.9%
+26.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | +0.2% | -2.7% | +3.0% | +2.2% |
| 30D | +9.1% | -5.4% | +14.4% | +13.4% |
| 3M | +3.4% | -4.1% | +7.5% | +6.3% |
| 6M | +14.1% | +0.7% | +13.3% | +12.3% |
| YTD | +18.0% | +8.7% | +9.3% | +8.9% |
| 1Y | +30.1% | +11.0% | +19.2% | +17.9% |
| 3Y | +71.8% | +75.5% | -3.7% | +3.5% |
| 5Y | +101.8% | +68.4% | +33.5% | +23.9% |
| 10Y | +252.1% | +315.7% | -63.5% | -6.1% |
| All | +804.2% | +777.9% | +26.3% | +9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling