+865.5%
CMTV vs VOO
+802.4%
+63.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -1.9% | -2.0% | +0.1% | -1.6% |
| 30D | -0.7% | -1.7% | +1.0% | -0.4% |
| 3M | +0.6% | +4.7% | -4.1% | -0.2% |
| 6M | +25.5% | +12.6% | +12.9% | +23.0% |
| YTD | +67.6% | +11.8% | +55.8% | +64.4% |
| 1Y | +90.8% | +17.5% | +73.3% | +85.5% |
| 3Y | +181.3% | +77.0% | +104.3% | +153.2% |
| 5Y | +161.1% | +82.6% | +78.5% | +132.1% |
| 10Y | +346.7% | +320.0% | +26.7% | +250.2% |
| All | +865.5% | +802.4% | +63.1% | +478.6% |
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