+115.8%
CMS vs VOO
+314.0%
-198.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.7% |
| 7D | +1.2% | +0.5% | +0.7% | +1.0% |
| 30D | -3.2% | -0.9% | -2.2% | -2.8% |
| 3M | -2.2% | +3.9% | -6.1% | -4.1% |
| 6M | -9.4% | +14.5% | -24.0% | -15.3% |
| YTD | +0.7% | +13.0% | -12.3% | -5.3% |
| 1Y | +0.4% | +19.4% | -19.1% | -8.2% |
| 3Y | +35.2% | +78.9% | -43.7% | -1.3% |
| 5Y | +24.1% | +82.3% | -58.1% | -11.8% |
| 10Y | +115.8% | +314.2% | -198.4% | -7.2% |
| All | +115.8% | +314.0% | -198.2% | -7.2% |
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