+236.8%
CBT vs VOO
+800.4%
-563.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.1% |
| 7D | +1.2% | +2.6% | -1.3% | -2.1% |
| 30D | -4.3% | -2.0% | -2.3% | -2.1% |
| 3M | -16.2% | -2.8% | -13.4% | -13.5% |
| 6M | -12.3% | +2.2% | -14.4% | -15.5% |
| YTD | +10.4% | +11.5% | -1.2% | -5.5% |
| 1Y | +18.4% | +13.5% | +4.9% | -0.9% |
| 3Y | +3.4% | +78.1% | -74.7% | -53.0% |
| 5Y | +37.2% | +73.1% | -35.9% | -34.9% |
| 10Y | +81.7% | +310.7% | -229.1% | -73.5% |
| All | +236.8% | +800.4% | -563.7% | -84.8% |
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