+161.2%
CBL vs VOO
+75.8%
+85.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +15.4% | +2.6% | +12.8% | +13.1% |
| 30D | +14.1% | -2.0% | +16.1% | +15.7% |
| 3M | -4.0% | -2.8% | -1.3% | -2.2% |
| 6M | +22.2% | +2.2% | +20.0% | +19.2% |
| YTD | +53.7% | +11.5% | +42.1% | +39.1% |
| 1Y | +78.0% | +13.5% | +64.5% | +58.6% |
| 3Y | +203.9% | +78.1% | +125.8% | +82.2% |
| 5Y | +149.5% | +73.1% | +76.4% | +55.9% |
| All | +161.2% | +75.8% | +85.4% | +61.1% |
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