-56.6%
CIM vs VOO
+309.6%
-366.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -10.0% | +2.6% | -12.6% | -12.3% |
| 30D | -22.4% | -2.0% | -20.4% | -20.8% |
| 3M | -42.0% | -2.8% | -39.2% | -40.3% |
| 6M | -46.6% | +2.2% | -48.7% | -47.7% |
| YTD | -40.6% | +11.5% | -52.1% | -46.7% |
| 1Y | -36.9% | +13.5% | -50.4% | -44.4% |
| 3Y | -33.4% | +78.1% | -111.5% | -62.4% |
| 5Y | -75.4% | +73.1% | -148.5% | -85.7% |
| All | -56.6% | +309.6% | -366.3% | -86.8% |
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