+305.7%
CMBT vs VOO
+350.6%
-44.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +5.3% | +2.6% | +2.7% | +3.4% |
| 30D | -7.8% | -2.0% | -5.8% | -6.5% |
| 3M | +3.2% | -2.8% | +6.0% | +5.3% |
| 6M | +21.9% | +2.2% | +19.7% | +19.6% |
| YTD | +91.6% | +11.5% | +80.1% | +76.6% |
| 1Y | +85.6% | +13.5% | +72.2% | +69.0% |
| 3Y | +46.2% | +78.1% | -31.9% | -5.0% |
| 5Y | +207.5% | +73.1% | +134.3% | +101.1% |
| 10Y | +450.4% | +310.7% | +139.7% | +63.7% |
| All | +305.7% | +350.6% | -44.9% | +12.8% |
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