+37.7%
CBC vs VOO
+17.4%
+20.3%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -0.8% | -0.4% | -0.4% | -0.6% |
| 30D | -2.6% | -1.4% | -1.3% | -2.1% |
| 3M | +12.5% | +3.7% | +8.8% | +10.7% |
| 6M | +33.3% | +13.0% | +20.2% | +24.1% |
| YTD | +34.6% | +12.4% | +22.1% | +25.9% |
| All | +37.7% | +17.4% | +20.3% | +27.2% |
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