-95.7%
CMRC vs VOO
+149.3%
-245.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.5% | -0.6% | +19.1% | +19.5% |
| 7D | +22.7% | -2.0% | +24.7% | +26.9% |
| 30D | +36.9% | -1.7% | +38.6% | +40.8% |
| 3M | +14.9% | +4.7% | +10.2% | +4.7% |
| 6M | +4.8% | +12.6% | -7.8% | -17.5% |
| YTD | -25.2% | +11.8% | -37.0% | -40.0% |
| 1Y | -31.9% | +17.5% | -49.4% | -50.0% |
| 3Y | -71.4% | +77.0% | -148.4% | -90.8% |
| 5Y | -94.4% | +82.6% | -177.0% | -98.1% |
| All | -95.7% | +149.3% | -245.0% | -99.5% |
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