+75.7%
CELC vs VOO
+20.9%
+54.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | +8.2% | +0.1% | +8.1% | +8.0% |
| 30D | +3.0% | +0.1% | +2.9% | +2.8% |
| 3M | +3.5% | +2.0% | +1.5% | +1.1% |
| 6M | -14.7% | +13.0% | -27.7% | -27.5% |
| YTD | -4.1% | +13.6% | -17.6% | -19.4% |
| 1Y | +75.7% | +20.1% | +55.6% | +41.3% |
| All | +75.7% | +20.9% | +54.8% | +41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling