-6.5%
CMP vs VOO
+75.0%
-81.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.0% | +1.9% |
| 7D | -1.0% | -4.7% | +3.8% | +3.6% |
| 30D | 0.0% | -5.9% | +5.9% | +6.0% |
| 3M | -24.4% | -4.5% | -19.9% | -20.9% |
| 6M | -14.2% | +1.9% | -16.0% | -15.5% |
| YTD | +15.6% | +8.4% | +7.2% | +7.9% |
| 1Y | +32.8% | +9.5% | +23.4% | +23.1% |
| All | -6.5% | +75.0% | -81.5% | -61.2% |
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