-40.7%
CMTG vs VOO
+14.7%
-55.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +66.7% | +1.6% | +65.0% | +63.9% |
| 7D | +56.8% | -0.7% | +57.5% | +58.1% |
| 30D | +56.8% | -1.1% | +57.8% | +58.5% |
| 3M | +6.9% | -0.3% | +7.3% | +7.4% |
| 6M | -26.6% | +7.4% | -33.9% | -32.0% |
| YTD | -39.5% | +13.4% | -52.9% | -46.0% |
| 1Y | -40.7% | +14.8% | -55.5% | -47.7% |
| All | -40.7% | +14.7% | -55.4% | -47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling