-96.4%
CMRC vs VOO
+153.3%
-249.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +3.1% |
| 7D | +2.8% | +0.1% | +2.7% | +2.6% |
| 30D | -24.6% | +0.1% | -24.7% | -24.7% |
| 3M | -9.7% | +2.0% | -11.7% | -13.6% |
| 6M | -14.6% | +13.0% | -27.7% | -33.1% |
| YTD | -37.6% | +13.6% | -51.2% | -51.3% |
| 1Y | -42.2% | +20.1% | -62.3% | -59.2% |
| 3Y | -76.3% | +77.6% | -153.9% | -92.4% |
| 5Y | -95.7% | +82.4% | -178.1% | -98.5% |
| All | -96.4% | +153.3% | -249.8% | -99.6% |
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