+40.0%
CMCO vs VOO
+802.4%
-762.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.4% |
| 7D | -5.6% | -2.0% | -3.7% | -2.9% |
| 30D | -11.9% | -1.7% | -10.3% | -9.6% |
| 3M | +42.6% | +4.7% | +37.8% | +35.8% |
| 6M | +3.8% | +12.6% | -8.7% | -9.8% |
| YTD | +1.0% | +11.8% | -10.8% | -10.9% |
| 1Y | +20.6% | +17.5% | +3.0% | -0.5% |
| 3Y | -49.6% | +77.0% | -126.6% | -75.7% |
| 5Y | -58.5% | +82.6% | -141.1% | -80.8% |
| 10Y | +4.1% | +320.0% | -315.9% | -85.3% |
| All | +40.0% | +802.4% | -762.4% | -94.8% |
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