+12.5%
CBSH vs VOO
+82.3%
-69.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | +2.5% | +0.5% | +1.9% | +2.0% |
| 30D | -0.9% | -0.9% | 0.0% | -0.2% |
| 3M | +9.6% | +3.9% | +5.7% | +6.2% |
| 6M | +16.9% | +14.5% | +2.3% | +4.7% |
| YTD | +13.0% | +13.0% | +0.1% | +2.4% |
| 1Y | +2.7% | +19.4% | -16.7% | -11.1% |
| 3Y | +51.2% | +78.9% | -27.6% | -4.4% |
| 5Y | +12.5% | +82.3% | -69.7% | -30.5% |
| All | +12.5% | +82.3% | -69.8% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling