+55.6%
CURB vs VOO
+35.9%
+19.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | -0.5% | -0.8% | +0.3% | -0.1% |
| 30D | -2.6% | -1.1% | -1.5% | -2.0% |
| 3M | -1.3% | +3.9% | -5.2% | -3.5% |
| 6M | +10.8% | +13.6% | -2.9% | +2.6% |
| YTD | +27.9% | +12.7% | +15.1% | +18.8% |
| 1Y | +31.8% | +17.6% | +14.2% | +18.9% |
| All | +55.6% | +35.9% | +19.7% | +23.9% |
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