+46.9%
CBNA vs VOO
+18.2%
+28.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.1% |
| 7D | -2.6% | -0.8% | -1.9% | -2.3% |
| 30D | -4.5% | -1.1% | -3.4% | -4.1% |
| 3M | +20.8% | +3.9% | +16.9% | +18.8% |
| 6M | +30.4% | +13.6% | +16.8% | +24.6% |
| YTD | +33.7% | +12.7% | +21.0% | +28.2% |
| 1Y | +46.9% | +17.6% | +29.3% | +37.6% |
| All | +46.9% | +18.2% | +28.7% | +37.6% |
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