+39.2%
CMBS vs VOO
+632.8%
-593.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.1% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | -0.3% | -1.4% | +1.1% | -0.3% |
| 3M | 0.0% | +3.7% | -3.7% | +0.1% |
| 6M | -0.5% | +13.0% | -13.5% | -0.4% |
| YTD | +0.3% | +12.4% | -12.2% | +0.4% |
| 1Y | +1.1% | +18.6% | -17.5% | +1.2% |
| 3Y | +17.2% | +78.1% | -60.8% | +17.9% |
| 5Y | +3.4% | +82.3% | -78.8% | +4.0% |
| 10Y | +20.7% | +322.5% | -301.8% | +24.5% |
| All | +39.2% | +632.8% | -593.6% | +44.3% |
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