+98.6%
CBNK vs VOO
+77.4%
+21.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.8% |
| 7D | -2.0% | -0.8% | -1.2% | -1.5% |
| 30D | -4.3% | -1.1% | -3.2% | -3.7% |
| 3M | +8.1% | +3.9% | +4.2% | +5.2% |
| 6M | +27.1% | +13.6% | +13.5% | +16.2% |
| YTD | +30.1% | +12.7% | +17.4% | +19.8% |
| 1Y | +9.2% | +17.6% | -8.3% | -2.4% |
| 3Y | +98.6% | +77.3% | +21.3% | +42.4% |
| All | +98.6% | +77.4% | +21.2% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling