+817.5%
VOO vs CMS
+569.3%
+248.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | -0.9% | -1.1% | +0.2% | -0.5% |
| 30D | -2.3% | +6.6% | -8.9% | -4.8% |
| 3M | -1.2% | +0.8% | -2.0% | -1.6% |
| 6M | +3.3% | -3.3% | +6.7% | +4.1% |
| YTD | +12.3% | +2.7% | +9.6% | +10.1% |
| 1Y | +12.5% | -4.0% | +16.5% | +13.2% |
| 3Y | +79.2% | +37.6% | +41.6% | +53.1% |
| 5Y | +75.7% | +35.4% | +40.2% | +48.8% |
| 10Y | +313.7% | +136.0% | +177.7% | +168.7% |
| All | +817.5% | +569.3% | +248.1% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 all: compounded portfolio wealth divided by compounded CMS 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…
all analysis · Full analysis span regression · 6 months rolling