+382.7%
CM vs VOO
+311.2%
+71.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +0.4% | +3.3% | -2.9% | -2.2% |
| 30D | +4.1% | -2.7% | +6.7% | +6.3% |
| 3M | -3.4% | -1.7% | -1.6% | -2.0% |
| 6M | +5.5% | +3.1% | +2.3% | +2.8% |
| YTD | +30.9% | +11.9% | +18.9% | +19.6% |
| 1Y | +36.2% | +12.1% | +24.2% | +24.3% |
| 3Y | +242.3% | +78.6% | +163.8% | +110.8% |
| 5Y | +138.3% | +73.8% | +64.5% | +48.8% |
| All | +382.7% | +311.2% | +71.5% | +50.3% |
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