+593.9%
CM vs VOO
+817.1%
-223.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | +8.4% | +2.0% | +6.4% | +6.6% |
| 6M | +17.9% | +13.0% | +4.8% | +6.8% |
| YTD | +31.6% | +13.6% | +18.0% | +18.8% |
| 1Y | +50.7% | +20.1% | +30.6% | +29.9% |
| 3Y | +231.2% | +77.6% | +153.6% | +104.9% |
| 5Y | +149.1% | +82.4% | +66.7% | +49.3% |
| 10Y | +364.1% | +316.8% | +47.2% | +38.6% |
| All | +593.9% | +817.1% | -223.2% | +2.6% |
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 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