+39.8%
CBC vs VOO
+18.0%
+21.8%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.1% |
| 7D | +3.2% | +0.5% | +2.6% | +3.0% |
| 30D | -2.6% | -0.9% | -1.6% | -2.2% |
| 3M | +15.7% | +3.9% | +11.8% | +13.8% |
| 6M | +36.3% | +14.5% | +21.7% | +25.9% |
| YTD | +36.6% | +13.0% | +23.6% | +27.5% |
| All | +39.8% | +18.0% | +21.8% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling