+446.7%
CIB vs VOO
+78.4%
+368.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.4% | +1.0% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | +0.1% | -3.3% | +3.4% | +2.5% |
| 3M | +10.3% | -2.4% | +12.7% | +12.2% |
| 6M | +52.6% | +2.6% | +50.0% | +49.4% |
| YTD | +59.4% | +11.3% | +48.1% | +46.7% |
| 1Y | +60.4% | +13.4% | +46.9% | +45.6% |
| 3Y | +446.7% | +80.3% | +366.4% | +231.6% |
| All | +446.7% | +78.4% | +368.3% | +231.6% |
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