-95.1%
CMRC vs VOO
+148.7%
-243.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.9% |
| 7D | -1.9% | +2.6% | -4.5% | -6.3% |
| 30D | +8.2% | -2.0% | +10.2% | +11.2% |
| 3M | +59.9% | -2.8% | +62.7% | +66.7% |
| 6M | +28.2% | +2.2% | +26.0% | +21.1% |
| YTD | -13.8% | +11.5% | -25.4% | -31.1% |
| 1Y | -30.4% | +13.5% | -43.9% | -46.1% |
| 3Y | -58.2% | +78.1% | -136.3% | -86.9% |
| 5Y | -93.8% | +73.1% | -167.0% | -97.7% |
| All | -95.1% | +148.7% | -243.8% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling