+102.5%
CMDY vs VOO
+227.6%
-125.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.2% |
| 7D | +1.8% | -0.4% | +2.2% | +1.9% |
| 30D | +8.1% | -1.4% | +9.5% | +8.4% |
| 3M | +11.4% | +3.7% | +7.7% | +10.4% |
| 6M | +14.4% | +13.0% | +1.4% | +11.1% |
| YTD | +33.9% | +12.4% | +21.4% | +30.1% |
| 1Y | +43.2% | +18.6% | +24.6% | +37.4% |
| 3Y | +54.8% | +78.1% | -23.3% | +33.8% |
| 5Y | +74.2% | +82.3% | -8.0% | +48.7% |
| All | +102.5% | +227.6% | -125.1% | +51.0% |
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