+553.7%
CMC vs VOO
+795.4%
-241.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.3% |
| 7D | -3.2% | -0.6% | -2.6% | -2.4% |
| 30D | +0.9% | -3.6% | +4.5% | +6.0% |
| 3M | -12.0% | -2.7% | -9.2% | -8.6% |
| 6M | -8.9% | +2.2% | -11.1% | -11.6% |
| YTD | -6.1% | +10.9% | -17.0% | -18.0% |
| 1Y | +8.9% | +11.3% | -2.5% | -5.4% |
| 3Y | +47.8% | +76.9% | -29.1% | -30.3% |
| 5Y | +104.8% | +73.5% | +31.3% | -1.1% |
| 10Y | +279.1% | +307.7% | -28.6% | -44.5% |
| All | +553.7% | +795.4% | -241.7% | -70.6% |
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