+42.2%
CBK vs VOO
+15.0%
+27.2%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | -4.4% | -1.1% | -3.3% | -4.0% |
| 3M | +10.4% | +3.9% | +6.5% | +8.9% |
| 6M | +35.5% | +13.6% | +21.9% | +27.9% |
| YTD | +38.9% | +12.7% | +26.2% | +31.5% |
| All | +42.2% | +15.0% | +27.2% | +32.7% |
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