+52.5%
CNM vs VOO
+81.3%
-28.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | -7.1% | -2.0% | -5.1% | -5.0% |
| 30D | -12.4% | -1.7% | -10.7% | -10.7% |
| 3M | -17.4% | +4.7% | -22.1% | -21.5% |
| 6M | -17.3% | +12.6% | -29.8% | -27.5% |
| YTD | -21.4% | +11.8% | -33.2% | -30.5% |
| 1Y | -15.9% | +17.5% | -33.4% | -29.6% |
| 3Y | +38.0% | +77.0% | -39.0% | -26.1% |
| All | +52.5% | +81.3% | -28.8% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling