+132.3%
CMS vs VOO
+317.9%
-185.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.5% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +7.1% | -3.3% | +10.4% | +8.5% |
| 3M | -1.3% | -2.4% | +1.1% | -0.4% |
| 6M | -2.7% | +2.6% | -5.3% | -4.2% |
| YTD | +2.6% | +11.3% | -8.7% | -2.9% |
| 1Y | -2.0% | +13.4% | -15.4% | -8.2% |
| 3Y | +39.6% | +80.3% | -40.7% | +1.4% |
| 5Y | +35.3% | +72.7% | -37.4% | -0.8% |
| 10Y | +132.3% | +310.0% | -177.7% | +3.3% |
| All | +132.3% | +317.9% | -185.6% | +3.3% |
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