+303.6%
CELC vs VOO
+80.3%
+223.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.6% |
| 7D | -11.3% | -2.0% | -9.4% | -9.7% |
| 30D | -3.0% | -1.7% | -1.3% | -1.5% |
| 3M | -3.1% | +4.7% | -7.9% | -7.1% |
| 6M | -27.0% | +12.6% | -39.5% | -34.2% |
| YTD | -14.3% | +11.8% | -26.0% | -22.3% |
| 1Y | +52.9% | +17.5% | +35.3% | +32.9% |
| 3Y | +837.4% | +77.0% | +760.4% | +506.8% |
| 5Y | +303.6% | +82.6% | +221.1% | +174.8% |
| All | +303.6% | +80.3% | +223.3% | +174.8% |
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