+2.1%
CBZ vs VOO
+77.8%
-75.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +64.5% | +2.0% | +62.5% | +62.3% |
| 6M | +91.3% | +13.0% | +78.3% | +76.1% |
| YTD | +8.7% | +13.6% | -4.9% | -0.1% |
| 1Y | -8.5% | +20.1% | -28.6% | -19.4% |
| All | +2.1% | +77.8% | -75.7% | -36.8% |
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 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