-68.5%
CXM vs VOO
+94.3%
-162.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.4% |
| 7D | -27.0% | +0.5% | -27.5% | -27.6% |
| 30D | -19.1% | -0.9% | -18.2% | -18.2% |
| 3M | +2.8% | +3.9% | -1.1% | -2.8% |
| 6M | -6.7% | +14.5% | -21.3% | -23.4% |
| YTD | -28.7% | +13.0% | -41.6% | -40.3% |
| 1Y | -29.8% | +19.4% | -49.3% | -45.9% |
| 3Y | -65.7% | +78.9% | -144.6% | -85.5% |
| 5Y | -68.2% | +82.3% | -150.5% | -86.0% |
| All | -68.5% | +94.3% | -162.7% | -88.6% |
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