+454.2%
CMBT vs VOO
+309.6%
+144.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +5.3% | +2.6% | +2.7% | +3.5% |
| 30D | -7.8% | -2.0% | -5.8% | -6.5% |
| 3M | +3.2% | -2.8% | +6.0% | +5.2% |
| 6M | +21.9% | +2.2% | +19.7% | +19.7% |
| YTD | +91.6% | +11.5% | +80.1% | +77.3% |
| 1Y | +85.6% | +13.5% | +72.2% | +69.7% |
| 3Y | +46.2% | +78.1% | -31.9% | -2.9% |
| 5Y | +207.5% | +73.1% | +134.3% | +105.5% |
| All | +454.2% | +309.6% | +144.5% | +41.7% |
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