+12.8%
CBUS vs VOO
+18.9%
-6.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.2% |
| 7D | +1.9% | -0.4% | +2.3% | +2.7% |
| 30D | -16.8% | -1.4% | -15.4% | -14.1% |
| 3M | +29.3% | +3.7% | +25.5% | +17.6% |
| 6M | -56.8% | +13.0% | -69.8% | -68.3% |
| YTD | -8.6% | +12.4% | -21.1% | -32.2% |
| 1Y | +12.8% | +18.6% | -5.8% | -26.6% |
| All | +12.8% | +18.9% | -6.1% | -26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling