+52.4%
CMF vs VOO
+800.4%
-748.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.2% | +2.6% | -3.8% | -1.3% |
| 30D | +2.4% | -2.0% | +4.4% | +2.5% |
| 3M | -1.5% | -2.8% | +1.2% | -1.5% |
| 6M | -1.0% | +2.2% | -3.1% | -1.1% |
| YTD | -0.8% | +11.5% | -12.3% | -1.1% |
| 1Y | -0.3% | +13.5% | -13.8% | -0.7% |
| 3Y | +9.4% | +78.1% | -68.7% | +7.5% |
| 5Y | +1.6% | +73.1% | -71.6% | -0.3% |
| 10Y | +19.4% | +310.7% | -291.4% | +16.4% |
| All | +52.4% | +800.4% | -748.0% | +50.9% |
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 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