+242.2%
CBSH vs VOO
+795.4%
-553.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.7% | -0.6% | +1.3% | +1.1% |
| 30D | +3.0% | -3.6% | +6.7% | +6.3% |
| 3M | -4.0% | -2.7% | -1.3% | -1.9% |
| 6M | +9.1% | +2.2% | +6.8% | +6.0% |
| YTD | +8.7% | +10.9% | -2.2% | -2.3% |
| 1Y | +11.0% | +11.3% | -0.3% | -0.7% |
| 3Y | +51.6% | +76.9% | -25.3% | -13.0% |
| 5Y | +0.8% | +73.5% | -72.7% | -41.7% |
| 10Y | +64.6% | +307.7% | -243.1% | -60.1% |
| All | +242.2% | +795.4% | -553.2% | -64.3% |
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