+588.4%
CM vs VOO
+800.4%
-212.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | +0.5% | +2.6% | -2.0% | -1.5% |
| 30D | +4.8% | -2.0% | +6.8% | +6.5% |
| 3M | -4.8% | -2.8% | -2.0% | -2.6% |
| 6M | +6.6% | +2.2% | +4.5% | +4.6% |
| YTD | +30.6% | +11.5% | +19.1% | +19.6% |
| 1Y | +37.3% | +13.5% | +23.9% | +24.0% |
| 3Y | +240.7% | +78.1% | +162.7% | +110.1% |
| 5Y | +137.8% | +73.1% | +64.6% | +48.8% |
| 10Y | +384.8% | +310.7% | +74.0% | +46.5% |
| All | +588.4% | +800.4% | -212.0% | +3.3% |
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 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