-67.3%
CMP vs VOO
+67.5%
-134.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.0% | +2.4% |
| 7D | -1.0% | -4.7% | +3.8% | +4.2% |
| 30D | 0.0% | -5.9% | +5.9% | +6.8% |
| 3M | -24.4% | -4.5% | -19.9% | -20.5% |
| 6M | -14.2% | +1.9% | -16.0% | -15.9% |
| YTD | +15.6% | +8.4% | +7.2% | +6.6% |
| 1Y | +32.8% | +9.5% | +23.4% | +21.4% |
| 3Y | -7.5% | +75.3% | -82.8% | -51.8% |
| 5Y | -67.3% | +67.9% | -135.2% | -83.8% |
| All | -67.3% | +67.5% | -134.8% | -83.8% |
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