-85.4%
CMTG vs VOO
+77.4%
-162.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.9% |
| 7D | -6.8% | -0.8% | -6.0% | -5.9% |
| 30D | -18.8% | -1.1% | -17.7% | -17.7% |
| 3M | -39.8% | +3.9% | -43.7% | -42.5% |
| 6M | -37.1% | +13.6% | -50.7% | -45.9% |
| YTD | -50.7% | +12.7% | -63.4% | -57.1% |
| 1Y | -60.4% | +17.6% | -77.9% | -67.3% |
| 3Y | -85.4% | +77.3% | -162.7% | -93.1% |
| All | -85.4% | +77.4% | -162.8% | -93.1% |
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