+46.1%
CBK vs VOO
+15.9%
+30.2%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.1% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | -1.8% | +0.1% | -1.9% | -1.8% |
| 3M | +19.6% | +2.0% | +17.6% | +19.0% |
| 6M | +34.3% | +13.0% | +21.3% | +27.1% |
| YTD | +42.7% | +13.6% | +29.1% | +34.7% |
| All | +46.1% | +15.9% | +30.2% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling