+20.7%
CIMO vs VOO
+39.3%
-18.5%
-4.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | 0.0% |
| 7D | -0.3% | -0.8% | +0.5% | -0.2% |
| 30D | +0.6% | -1.1% | +1.7% | +0.7% |
| 3M | +2.3% | +3.9% | -1.6% | +2.0% |
| 6M | +4.6% | +13.6% | -9.0% | +3.5% |
| YTD | +6.3% | +12.7% | -6.4% | +5.2% |
| 1Y | +9.7% | +17.6% | -7.9% | +8.2% |
| All | +20.7% | +39.3% | -18.5% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling