+31.9%
CMSC vs VOO
+194.9%
-163.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.5% |
| 7D | -1.6% | -0.4% | -1.3% | -1.5% |
| 30D | -4.1% | -1.4% | -2.7% | -3.7% |
| 3M | -5.7% | +3.7% | -9.4% | -6.8% |
| 6M | -7.9% | +13.0% | -20.9% | -11.5% |
| YTD | -5.6% | +12.4% | -18.0% | -9.2% |
| 1Y | -8.6% | +18.6% | -27.2% | -13.6% |
| 3Y | +5.0% | +78.1% | -73.1% | -14.3% |
| 5Y | +3.6% | +82.3% | -78.6% | -16.9% |
| All | +31.9% | +194.9% | -163.0% | -16.3% |
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