-91.4%
CJMB vs VOO
+14.7%
-106.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.6% | -9.3% | -8.6% |
| 7D | -30.1% | -0.7% | -29.3% | -29.7% |
| 30D | -86.0% | -1.1% | -85.0% | -86.0% |
| 3M | -76.4% | -0.3% | -76.1% | -76.5% |
| 6M | -69.3% | +7.4% | -76.6% | -73.1% |
| YTD | -69.8% | +13.4% | -83.2% | -74.7% |
| 1Y | -91.4% | +14.8% | -106.2% | -92.6% |
| All | -91.4% | +14.7% | -106.1% | -92.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling