+115.0%
CBFV vs VOO
+79.1%
+35.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.9% |
| 7D | +1.0% | +3.3% | -2.3% | -0.3% |
| 30D | +9.6% | -2.7% | +12.3% | +10.7% |
| 3M | +9.5% | -1.7% | +11.2% | +10.2% |
| 6M | +19.1% | +3.1% | +16.0% | +17.2% |
| YTD | +20.7% | +11.9% | +8.7% | +13.9% |
| 1Y | +24.7% | +12.1% | +12.6% | +17.6% |
| All | +115.0% | +79.1% | +35.9% | +71.0% |
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