+54.0%
CBSH vs VOO
+311.2%
-257.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.3% |
| 7D | +0.6% | +3.3% | -2.6% | -2.2% |
| 30D | +2.4% | -2.7% | +5.0% | +4.6% |
| 3M | -6.5% | -1.7% | -4.7% | -5.4% |
| 6M | +9.8% | +3.1% | +6.6% | +6.0% |
| YTD | +7.8% | +11.9% | -4.1% | -3.5% |
| 1Y | +9.7% | +12.1% | -2.4% | -2.0% |
| 3Y | +50.3% | +78.6% | -28.2% | -12.5% |
| 5Y | +0.5% | +73.8% | -73.2% | -40.4% |
| All | +54.0% | +311.2% | -257.2% | -67.7% |
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