-95.1%
CMRC vs VOO
+81.6%
-176.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +2.4% |
| 7D | +4.8% | -0.4% | +5.2% | +5.5% |
| 30D | +23.2% | -1.4% | +24.6% | +26.2% |
| 3M | -2.3% | +3.7% | -6.0% | -9.1% |
| 6M | -12.5% | +13.0% | -25.5% | -31.1% |
| YTD | -36.9% | +12.4% | -49.3% | -49.6% |
| 1Y | -43.8% | +18.6% | -62.4% | -59.1% |
| 3Y | -75.8% | +78.1% | -153.9% | -92.2% |
| 5Y | -95.1% | +82.3% | -177.4% | -98.3% |
| All | -95.1% | +81.6% | -176.7% | -98.3% |
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