+1,380.1%
CMCL vs VOO
+817.1%
+563.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +28.0% | +0.1% | +27.9% | +28.0% |
| 3M | +24.3% | +2.0% | +22.3% | +23.1% |
| 6M | -9.1% | +13.0% | -22.1% | -15.0% |
| YTD | +1.8% | +13.6% | -11.8% | -4.9% |
| 1Y | -2.6% | +20.1% | -22.7% | -11.7% |
| 3Y | +177.1% | +77.6% | +99.5% | +100.7% |
| 5Y | +152.2% | +82.4% | +69.8% | +77.3% |
| 10Y | +398.8% | +316.8% | +81.9% | +114.0% |
| All | +1,380.1% | +817.1% | +563.0% | +190.7% |
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