+104.8%
CMC vs VOO
+72.8%
+32.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.2% |
| 7D | -3.2% | -0.6% | -2.6% | -2.5% |
| 30D | +0.9% | -3.6% | +4.5% | +5.5% |
| 3M | -12.0% | -2.7% | -9.2% | -8.9% |
| 6M | -8.9% | +2.2% | -11.1% | -11.2% |
| YTD | -6.1% | +10.9% | -17.0% | -16.7% |
| 1Y | +8.9% | +11.3% | -2.5% | -3.8% |
| 3Y | +47.8% | +76.9% | -29.1% | -21.8% |
| 5Y | +104.8% | +73.5% | +31.3% | +7.9% |
| All | +104.8% | +72.8% | +32.0% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling