+133.6%
CBFV vs VOO
+321.7%
-188.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -0.7% | -2.0% | +1.2% | -0.1% |
| 30D | -1.2% | -1.7% | +0.5% | -0.6% |
| 3M | +1.6% | +4.7% | -3.1% | -0.1% |
| 6M | +11.8% | +12.6% | -0.7% | +7.0% |
| YTD | +9.5% | +11.8% | -2.3% | +5.0% |
| 1Y | +15.5% | +17.5% | -2.0% | +8.8% |
| 3Y | +93.5% | +77.0% | +16.5% | +58.7% |
| 5Y | +96.9% | +82.6% | +14.3% | +58.3% |
| All | +133.6% | +321.7% | -188.1% | +43.7% |
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