-93.8%
CMRC vs VOO
+72.6%
-166.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.9% |
| 7D | -1.9% | +2.6% | -4.5% | -6.2% |
| 30D | +8.2% | -2.0% | +10.2% | +11.1% |
| 3M | +59.9% | -2.8% | +62.7% | +66.5% |
| 6M | +28.2% | +2.2% | +26.0% | +21.3% |
| YTD | -13.8% | +11.5% | -25.4% | -30.7% |
| 1Y | -30.4% | +13.5% | -43.9% | -45.8% |
| 3Y | -58.2% | +78.1% | -136.3% | -86.7% |
| All | -93.8% | +72.6% | -166.4% | -97.7% |
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