+8.9%
CUB vs VOO
+45.4%
-36.5%
-1.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -0.3% | -2.0% | +1.7% | -0.3% |
| 30D | -0.2% | -1.7% | +1.5% | -0.2% |
| 3M | -0.2% | +4.7% | -4.9% | -0.2% |
| 6M | +1.2% | +12.6% | -11.3% | +1.1% |
| YTD | +2.2% | +11.8% | -9.6% | +2.1% |
| 1Y | +3.4% | +17.5% | -14.1% | +3.3% |
| All | +8.9% | +45.4% | -36.5% | +8.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling