+3.7%
CMSD vs VOO
+78.8%
-75.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.9% |
| 7D | +1.1% | -0.6% | +1.7% | +1.2% |
| 30D | +0.2% | -3.6% | +3.8% | +0.9% |
| 3M | -5.8% | -2.7% | -3.1% | -5.4% |
| 6M | -11.8% | +2.2% | -14.1% | -12.3% |
| YTD | -9.0% | +10.9% | -19.9% | -10.7% |
| 1Y | -11.4% | +11.3% | -22.8% | -13.2% |
| 3Y | +3.7% | +76.9% | -73.2% | -14.4% |
| All | +3.7% | +78.8% | -75.1% | -14.4% |
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