+44.8%
CEE vs VOO
+321.7%
-276.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -0.2% | -2.0% | +1.8% | +1.2% |
| 30D | -6.2% | -1.7% | -4.5% | -5.1% |
| 3M | -4.6% | +4.7% | -9.3% | -7.7% |
| 6M | +8.6% | +12.6% | -3.9% | +0.3% |
| YTD | +12.7% | +11.8% | +0.9% | +4.5% |
| 1Y | +26.4% | +17.5% | +8.9% | +13.3% |
| 3Y | +153.7% | +77.0% | +76.7% | +74.0% |
| 5Y | -18.2% | +82.6% | -100.8% | -45.5% |
| All | +44.8% | +321.7% | -276.9% | -44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling