+108.0%
CNM vs VOO
+88.2%
+19.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.1% |
| 7D | -5.0% | -0.4% | -4.6% | -4.6% |
| 30D | -10.2% | -1.4% | -8.8% | -8.7% |
| 3M | -21.0% | +3.7% | -24.7% | -24.1% |
| 6M | -16.7% | +13.0% | -29.8% | -27.4% |
| YTD | -20.0% | +12.4% | -32.4% | -29.8% |
| 1Y | -16.3% | +18.6% | -34.9% | -30.8% |
| 3Y | +40.5% | +78.1% | -37.6% | -25.8% |
| 5Y | +52.9% | +82.3% | -29.3% | -18.1% |
| All | +108.0% | +88.2% | +19.8% | -0.2% |
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