+5.6%
CMSC vs VOO
+79.1%
-73.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -0.8% | +0.5% | -1.4% | -0.9% |
| 30D | -4.2% | -0.9% | -3.3% | -4.0% |
| 3M | -5.3% | +3.9% | -9.2% | -6.1% |
| 6M | -7.2% | +14.5% | -21.7% | -9.8% |
| YTD | -5.0% | +13.0% | -17.9% | -7.4% |
| 1Y | -8.1% | +19.4% | -27.6% | -11.5% |
| 3Y | +5.6% | +78.9% | -73.2% | -13.1% |
| All | +5.6% | +79.1% | -73.5% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling