+202.0%
CUBI vs VOO
+325.3%
-123.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.1% |
| 7D | -2.7% | -0.8% | -1.9% | -1.7% |
| 30D | -4.7% | -1.1% | -3.7% | -3.3% |
| 3M | +2.1% | +3.9% | -1.7% | -3.5% |
| 6M | +18.4% | +13.6% | +4.7% | -1.6% |
| YTD | +7.9% | +12.7% | -4.8% | -9.2% |
| 1Y | +15.8% | +17.6% | -1.8% | -8.2% |
| 3Y | +130.2% | +77.3% | +52.9% | +3.6% |
| 5Y | +109.1% | +84.1% | +25.0% | -6.3% |
| All | +202.0% | +325.3% | -123.3% | -51.0% |
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