-68.4%
CE vs VOO
+82.6%
-151.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | +3.5% | +0.1% | +3.5% | +3.4% |
| 3M | -17.2% | +2.0% | -19.2% | -19.4% |
| 6M | -12.6% | +13.0% | -25.6% | -26.0% |
| YTD | +5.8% | +13.6% | -7.7% | -11.0% |
| 1Y | -3.6% | +20.1% | -23.6% | -24.5% |
| 3Y | -64.3% | +77.6% | -141.9% | -82.8% |
| All | -68.4% | +82.6% | -151.0% | -85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling