+307.7%
VOO vs CB
+246.9%
+60.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.0% |
| 7D | -0.6% | +0.7% | -1.3% | -0.9% |
| 30D | -3.6% | +8.2% | -11.8% | -6.7% |
| 3M | -2.7% | +6.3% | -9.0% | -5.3% |
| 6M | +2.2% | +16.2% | -13.9% | -4.6% |
| YTD | +10.9% | +19.3% | -8.4% | +2.0% |
| 1Y | +11.3% | +29.2% | -17.9% | -1.2% |
| 3Y | +76.9% | +71.4% | +5.5% | +35.8% |
| 5Y | +73.5% | +104.2% | -30.7% | +21.1% |
| 10Y | +307.7% | +246.7% | +61.0% | +120.1% |
| All | +307.7% | +246.9% | +60.8% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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