+256.5%
CBSH vs VOO
+817.1%
-560.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -1.7% | +0.1% | -1.8% | -1.8% |
| 3M | +12.4% | +2.0% | +10.4% | +9.8% |
| 6M | +13.4% | +13.0% | +0.4% | +0.5% |
| YTD | +13.2% | +13.6% | -0.3% | -0.1% |
| 1Y | +1.9% | +20.1% | -18.2% | -14.8% |
| 3Y | +44.0% | +77.6% | -33.6% | -17.3% |
| 5Y | +10.2% | +82.4% | -72.2% | -39.1% |
| 10Y | +82.6% | +316.8% | -234.2% | -56.5% |
| All | +256.5% | +817.1% | -560.6% | -63.5% |
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