+329.6%
CBFV vs VOO
+803.9%
-474.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | +1.0% | +3.3% | -2.3% | +0.3% |
| 30D | +9.6% | -2.7% | +12.3% | +10.2% |
| 3M | +9.5% | -1.7% | +11.2% | +9.9% |
| 6M | +19.1% | +3.1% | +16.0% | +18.2% |
| YTD | +20.7% | +11.9% | +8.7% | +17.4% |
| 1Y | +24.7% | +12.1% | +12.6% | +21.2% |
| 3Y | +116.1% | +78.6% | +37.6% | +90.7% |
| 5Y | +107.1% | +73.8% | +33.3% | +82.7% |
| 10Y | +157.2% | +312.3% | -155.0% | +107.7% |
| All | +329.6% | +803.9% | -474.2% | +294.5% |
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