+759.8%
CUBE vs VOO
+812.0%
-52.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -0.2% | +0.5% | -0.7% | -0.6% |
| 30D | -5.1% | -0.9% | -4.1% | -4.4% |
| 3M | +0.1% | +3.9% | -3.8% | -3.1% |
| 6M | +1.4% | +14.5% | -13.1% | -8.8% |
| YTD | +14.8% | +13.0% | +1.9% | +4.2% |
| 1Y | +1.9% | +19.4% | -17.5% | -11.5% |
| 3Y | +13.6% | +78.9% | -65.3% | -28.8% |
| 5Y | -9.5% | +82.3% | -91.8% | -44.4% |
| 10Y | +117.6% | +314.2% | -196.6% | -36.4% |
| All | +759.8% | +812.0% | -52.2% | -17.1% |
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 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