+299.8%
CIB vs VOO
+817.1%
-517.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.9% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | +11.6% | +0.1% | +11.5% | +11.5% |
| 3M | +41.4% | +2.0% | +39.4% | +38.6% |
| 6M | +55.3% | +13.0% | +42.3% | +38.7% |
| YTD | +63.6% | +13.6% | +50.0% | +45.4% |
| 1Y | +105.9% | +20.1% | +85.8% | +73.7% |
| 3Y | +470.8% | +77.6% | +393.2% | +230.0% |
| 5Y | +453.2% | +82.4% | +370.8% | +204.5% |
| 10Y | +426.6% | +316.8% | +109.7% | +31.5% |
| All | +299.8% | +817.1% | -517.3% | -53.4% |
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