-55.7%
CMP vs VOO
+316.2%
-371.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -15.7% | +0.1% | -15.7% | -15.6% |
| 3M | -19.3% | +2.0% | -21.3% | -21.0% |
| 6M | +2.9% | +13.0% | -10.1% | -9.7% |
| YTD | +28.9% | +13.6% | +15.3% | +12.9% |
| 1Y | +34.8% | +20.1% | +14.7% | +11.4% |
| 3Y | -15.8% | +77.6% | -93.4% | -56.1% |
| 5Y | -60.6% | +82.4% | -143.1% | -80.0% |
| All | -55.7% | +316.2% | -371.8% | -90.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling