-99.7%
CBUS vs VOO
+260.5%
-360.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.1% |
| 7D | -3.6% | +0.1% | -3.7% | -3.8% |
| 30D | -17.6% | +0.1% | -17.7% | -17.7% |
| 3M | +13.6% | +2.0% | +11.6% | +10.6% |
| 6M | -52.3% | +13.0% | -65.3% | -58.7% |
| YTD | -8.6% | +13.6% | -22.2% | -21.5% |
| 1Y | +26.2% | +20.1% | +6.1% | +1.7% |
| 3Y | -89.3% | +77.6% | -166.9% | -94.4% |
| 5Y | -99.2% | +82.4% | -181.7% | -99.6% |
| All | -99.7% | +260.5% | -360.2% | -99.9% |
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 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