+441.9%
CMT vs VOO
+817.1%
-375.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | -3.5% | +0.1% | -3.6% | -3.6% |
| 30D | -1.3% | +0.1% | -1.4% | -1.4% |
| 3M | +1.9% | +2.0% | -0.1% | +0.6% |
| 6M | +24.9% | +13.0% | +11.9% | +14.7% |
| YTD | +20.3% | +13.6% | +6.7% | +10.1% |
| 1Y | +24.0% | +20.1% | +3.9% | +9.1% |
| 3Y | -11.9% | +77.6% | -89.4% | -40.5% |
| 5Y | +75.4% | +82.4% | -7.0% | +14.5% |
| 10Y | +60.9% | +316.8% | -256.0% | -42.4% |
| All | +441.9% | +817.1% | -375.2% | +33.6% |
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