-95.4%
CMMB vs VOO
+82.3%
-177.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +2.1% |
| 7D | +0.7% | +0.5% | +0.2% | +0.2% |
| 30D | +42.5% | -0.9% | +43.4% | +44.0% |
| 3M | +51.9% | +3.9% | +48.0% | +45.7% |
| 6M | +46.3% | +14.5% | +31.7% | +27.3% |
| YTD | +66.7% | +13.0% | +53.7% | +47.7% |
| 1Y | -9.7% | +19.4% | -29.1% | -24.2% |
| 3Y | -32.9% | +78.9% | -111.8% | -63.6% |
| 5Y | -95.4% | +82.3% | -177.6% | -97.4% |
| All | -95.4% | +82.3% | -177.7% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling