+432.6%
CIB vs VOO
+315.3%
+117.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.8% |
| 7D | +3.3% | -0.4% | +3.7% | +3.7% |
| 30D | +11.2% | -1.4% | +12.5% | +12.6% |
| 3M | +38.0% | +3.7% | +34.3% | +33.2% |
| 6M | +56.1% | +13.0% | +43.0% | +39.3% |
| YTD | +65.4% | +12.4% | +53.0% | +48.4% |
| 1Y | +97.5% | +18.6% | +78.9% | +68.4% |
| 3Y | +517.1% | +78.1% | +439.1% | +254.4% |
| 5Y | +463.6% | +82.3% | +381.3% | +208.9% |
| 10Y | +432.6% | +322.5% | +110.1% | +16.1% |
| All | +432.6% | +315.3% | +117.3% | +16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling