+9.1%
CEMB vs VOO
+72.6%
-63.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | -0.6% | +2.6% | -3.2% | -1.0% |
| 30D | 0.0% | -2.0% | +2.0% | +0.3% |
| 3M | -2.1% | -2.8% | +0.7% | -1.7% |
| 6M | -1.5% | +2.2% | -3.6% | -1.9% |
| YTD | -0.3% | +11.5% | -11.8% | -2.2% |
| 1Y | +0.4% | +13.5% | -13.1% | -1.8% |
| 3Y | +21.9% | +78.1% | -56.2% | +9.8% |
| All | +9.1% | +72.6% | -63.5% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling