+373.3%
CBAN vs VOO
+812.0%
-438.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.8% |
| 7D | +1.6% | +0.5% | +1.1% | +1.4% |
| 30D | -3.2% | -0.9% | -2.2% | -2.7% |
| 3M | +4.8% | +3.9% | +0.9% | +2.7% |
| 6M | +9.4% | +14.5% | -5.1% | +2.3% |
| YTD | +21.7% | +13.0% | +8.7% | +14.5% |
| 1Y | +27.0% | +19.4% | +7.5% | +16.3% |
| 3Y | +128.1% | +78.9% | +49.3% | +75.1% |
| 5Y | +38.7% | +82.3% | -43.6% | +4.5% |
| 10Y | +174.5% | +314.2% | -139.7% | +64.1% |
| All | +373.3% | +812.0% | -438.7% | +187.9% |
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