+14.8%
VOO vs CMI
+10.9%
+3.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.8% | +7.4% | +2.7% |
| 7D | -0.7% | -11.2% | +10.5% | +1.5% |
| 30D | -1.1% | -9.8% | +8.8% | +0.8% |
| 3M | -0.3% | -25.5% | +25.2% | +5.4% |
| 6M | +7.4% | -27.7% | +35.0% | +13.5% |
| YTD | +13.4% | -6.6% | +20.0% | +11.8% |
| 1Y | +14.8% | +11.7% | +3.1% | +9.3% |
| All | +14.8% | +10.9% | +3.9% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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