+51.9%
CIM vs VOO
+817.1%
-765.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -1.8% | +0.1% | -1.8% | -1.8% |
| 3M | -9.4% | +2.0% | -11.4% | -11.2% |
| 6M | -9.4% | +13.0% | -22.5% | -18.9% |
| YTD | +0.4% | +13.6% | -13.2% | -10.6% |
| 1Y | -9.9% | +20.1% | -30.0% | -23.8% |
| 3Y | -10.6% | +77.6% | -88.2% | -46.6% |
| 5Y | -53.9% | +82.4% | -136.3% | -72.9% |
| 10Y | -27.0% | +316.8% | -343.8% | -76.8% |
| All | +51.9% | +817.1% | -765.2% | -74.0% |
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