+418.4%
CIBR vs VOO
+324.3%
+94.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | +1.0% | -0.4% | +1.4% | +1.4% |
| 30D | -6.1% | -1.4% | -4.7% | -4.7% |
| 3M | +12.1% | +3.7% | +8.4% | +8.2% |
| 6M | +42.9% | +13.0% | +29.9% | +26.4% |
| YTD | +32.6% | +12.4% | +20.1% | +17.9% |
| 1Y | +27.4% | +18.6% | +8.8% | +7.5% |
| 3Y | +103.6% | +78.1% | +25.5% | +14.9% |
| 5Y | +87.5% | +82.3% | +5.2% | +4.4% |
| All | +418.4% | +324.3% | +94.1% | +28.6% |
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 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