+25.8%
CMSD vs VOO
+208.4%
-182.6%
-33.3%
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 | -1.2% | -0.4% | -0.8% | -1.0% |
| 30D | -3.6% | -1.4% | -2.2% | -3.2% |
| 3M | -6.2% | +3.7% | -9.9% | -7.3% |
| 6M | -8.3% | +13.0% | -21.3% | -12.0% |
| YTD | -6.8% | +12.4% | -19.3% | -10.5% |
| 1Y | -10.1% | +18.6% | -28.7% | -15.2% |
| 3Y | +3.7% | +78.1% | -74.4% | -15.9% |
| 5Y | +3.0% | +82.3% | -79.3% | -18.0% |
| All | +25.8% | +208.4% | -182.6% | -21.9% |
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