-90.7%
CBUS vs VOO
+78.4%
-169.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.9% | -7.2% |
| 7D | -7.3% | +0.1% | -7.3% | -7.4% |
| 30D | -25.8% | -3.3% | -22.5% | -20.6% |
| 3M | -36.5% | -2.4% | -34.1% | -33.4% |
| 6M | -20.1% | +2.6% | -22.7% | -24.7% |
| YTD | -33.9% | +11.3% | -45.2% | -46.7% |
| 1Y | -12.2% | +13.4% | -25.7% | -31.8% |
| 3Y | -90.7% | +80.3% | -170.9% | -97.9% |
| All | -90.7% | +78.4% | -169.1% | -97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling