+153.3%
CMI vs VOO
+77.4%
+75.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.2% |
| 7D | -0.7% | -0.8% | +0.1% | +0.2% |
| 30D | -12.4% | -1.1% | -11.3% | -11.3% |
| 3M | -14.8% | +3.9% | -18.7% | -18.6% |
| 6M | +0.8% | +13.6% | -12.8% | -13.0% |
| YTD | +10.2% | +12.7% | -2.5% | -3.7% |
| 1Y | +37.4% | +17.6% | +19.9% | +14.8% |
| 3Y | +153.3% | +77.3% | +76.0% | +47.3% |
| All | +153.3% | +77.4% | +75.9% | +47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling