+19.4%
VOO vs CB
+22.5%
-3.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.8% |
| 7D | +0.5% | -0.6% | +1.2% | +0.5% |
| 30D | -0.9% | -3.9% | +3.0% | -1.5% |
| 3M | +3.9% | +4.9% | -1.0% | +4.6% |
| 6M | +14.5% | +3.3% | +11.3% | +15.4% |
| YTD | +13.0% | +8.5% | +4.4% | +14.2% |
| 1Y | +19.4% | +22.1% | -2.6% | +21.3% |
| All | +19.4% | +22.5% | -3.1% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling