+433.7%
CMBT vs VOO
+325.3%
+108.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.1% |
| 7D | -0.1% | -0.8% | +0.7% | +0.5% |
| 30D | +16.3% | -1.1% | +17.4% | +17.2% |
| 3M | +30.4% | +3.9% | +26.5% | +26.8% |
| 6M | +59.7% | +13.6% | +46.1% | +45.7% |
| YTD | +113.2% | +12.7% | +100.5% | +95.7% |
| 1Y | +120.5% | +17.6% | +102.9% | +96.2% |
| 3Y | +91.6% | +77.3% | +14.3% | +26.8% |
| 5Y | +320.0% | +84.1% | +235.9% | +166.7% |
| All | +433.7% | +325.3% | +108.4% | +41.6% |
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 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