+349.1%
CMBT vs VOO
+358.9%
-9.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.5% |
| 7D | +6.2% | +0.1% | +6.1% | +6.1% |
| 30D | +22.5% | +0.1% | +22.4% | +22.4% |
| 3M | +35.0% | +2.0% | +33.0% | +32.7% |
| 6M | +45.8% | +13.0% | +32.7% | +33.1% |
| YTD | +113.3% | +13.6% | +99.7% | +94.1% |
| 1Y | +127.7% | +20.1% | +107.6% | +98.6% |
| 3Y | +78.8% | +77.6% | +1.2% | +16.3% |
| 5Y | +306.8% | +82.4% | +224.3% | +155.4% |
| 10Y | +437.1% | +316.8% | +120.3% | +58.5% |
| All | +349.1% | +358.9% | -9.8% | +23.3% |
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