+117.0%
CMBT vs VOO
+17.3%
+99.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +3.6% | -2.0% | +5.6% | +4.5% |
| 30D | +18.9% | -1.7% | +20.6% | +19.7% |
| 3M | +30.3% | +4.7% | +25.6% | +27.4% |
| 6M | +54.8% | +12.6% | +42.3% | +42.7% |
| YTD | +112.1% | +11.8% | +100.3% | +96.5% |
| 1Y | +117.0% | +17.5% | +99.5% | +105.1% |
| All | +117.0% | +17.3% | +99.7% | +105.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling