-24.8%
CMRC vs VOO
+18.2%
-43.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.8% | +13.0% | +12.9% |
| 7D | +36.4% | -0.8% | +37.2% | +37.5% |
| 30D | +62.3% | -1.1% | +63.3% | +64.2% |
| 3M | +30.8% | +3.9% | +26.9% | +24.9% |
| 6M | +22.6% | +13.6% | +8.9% | +0.6% |
| YTD | -14.9% | +12.7% | -27.6% | -28.1% |
| 1Y | -24.8% | +17.6% | -42.4% | -41.5% |
| All | -24.8% | +18.2% | -43.0% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling