+201.4%
CBNK vs VOO
+196.1%
+5.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -3.5% | -1.4% | -2.1% | -2.0% |
| 3M | +8.8% | +3.7% | +5.1% | +3.7% |
| 6M | +24.1% | +13.0% | +11.1% | +6.9% |
| YTD | +29.2% | +12.4% | +16.8% | +12.0% |
| 1Y | +8.6% | +18.6% | -10.0% | -11.8% |
| 3Y | +96.6% | +78.1% | +18.6% | -5.2% |
| 5Y | +69.6% | +82.3% | -12.7% | -23.9% |
| All | +201.4% | +196.1% | +5.3% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling