+743.6%
CB vs VOO
+817.1%
-73.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -3.1% | +0.1% | -3.2% | -3.2% |
| 3M | +9.0% | +2.0% | +6.9% | +6.7% |
| 6M | +2.9% | +13.0% | -10.2% | -7.4% |
| YTD | +10.1% | +13.6% | -3.5% | -1.4% |
| 1Y | +22.8% | +20.1% | +2.7% | +4.8% |
| 3Y | +73.8% | +77.6% | -3.8% | +4.3% |
| 5Y | +99.2% | +82.4% | +16.7% | +14.6% |
| 10Y | +218.2% | +316.8% | -98.6% | -14.5% |
| All | +743.6% | +817.1% | -73.5% | -0.9% |
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