+90.3%
CMBT vs VOO
+77.0%
+13.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | +3.2% | -0.4% | +3.6% | +3.4% |
| 30D | +20.2% | -1.4% | +21.6% | +21.1% |
| 3M | +31.7% | +3.7% | +28.0% | +28.7% |
| 6M | +54.4% | +13.0% | +41.4% | +42.7% |
| YTD | +111.7% | +12.4% | +99.3% | +96.4% |
| 1Y | +108.1% | +18.6% | +89.5% | +86.5% |
| All | +90.3% | +77.0% | +13.3% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling