+27.5%
CMSA vs VOO
+215.2%
-187.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -4.4% | +0.1% | -4.5% | -4.4% |
| 3M | -6.6% | +2.0% | -8.6% | -7.2% |
| 6M | -8.8% | +13.0% | -21.8% | -12.3% |
| YTD | -6.5% | +13.6% | -20.1% | -10.2% |
| 1Y | -8.7% | +20.1% | -28.8% | -13.9% |
| 3Y | +1.3% | +77.6% | -76.2% | -16.3% |
| 5Y | -1.8% | +82.4% | -84.3% | -20.3% |
| All | +27.5% | +215.2% | -187.7% | -17.2% |
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 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