-99.8%
CBUS vs VOO
+253.2%
-353.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.9% | -5.7% |
| 7D | -7.3% | +0.1% | -7.3% | -7.2% |
| 30D | -25.8% | -3.3% | -22.5% | -22.3% |
| 3M | -36.5% | -2.4% | -34.1% | -34.3% |
| 6M | -20.1% | +2.6% | -22.7% | -22.7% |
| YTD | -33.9% | +11.3% | -45.2% | -41.6% |
| 1Y | -12.2% | +13.4% | -25.7% | -24.2% |
| 3Y | -90.7% | +80.3% | -170.9% | -95.1% |
| 5Y | -99.4% | +72.7% | -172.1% | -99.6% |
| All | -99.8% | +253.2% | -353.0% | -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