+140.2%
CMS vs VOO
+309.6%
-169.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +1.7% | +2.6% | -0.8% | +0.6% |
| 30D | +6.2% | -2.0% | +8.2% | +7.0% |
| 3M | +0.6% | -2.8% | +3.4% | +1.7% |
| 6M | -1.8% | +2.2% | -3.9% | -3.1% |
| YTD | +3.8% | +11.5% | -7.7% | -1.9% |
| 1Y | -1.8% | +13.5% | -15.3% | -8.0% |
| 3Y | +39.8% | +78.1% | -38.3% | +2.2% |
| 5Y | +37.1% | +73.1% | -36.0% | +0.4% |
| All | +140.2% | +309.6% | -169.5% | +7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling