+243.7%
CMC vs VOO
+309.6%
-66.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.2% |
| 7D | -0.2% | +2.6% | -2.8% | -3.4% |
| 30D | -4.5% | -2.0% | -2.6% | -2.1% |
| 3M | -13.6% | -2.8% | -10.8% | -10.4% |
| 6M | -11.1% | +2.2% | -13.3% | -13.5% |
| YTD | -9.2% | +11.5% | -20.7% | -20.6% |
| 1Y | +5.6% | +13.5% | -7.9% | -9.6% |
| 3Y | +44.7% | +78.1% | -33.4% | -29.0% |
| 5Y | +93.9% | +73.1% | +20.8% | -1.1% |
| All | +243.7% | +309.6% | -66.0% | -51.5% |
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 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