+530.4%
CELC vs VOO
+251.1%
+279.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.8% |
| 7D | -6.4% | -0.4% | -6.0% | -6.1% |
| 30D | -0.8% | -1.4% | +0.6% | +0.4% |
| 3M | -2.7% | +3.7% | -6.4% | -5.7% |
| 6M | -20.6% | +13.0% | -33.6% | -28.3% |
| YTD | -9.7% | +12.4% | -22.1% | -18.1% |
| 1Y | +48.2% | +18.6% | +29.6% | +28.9% |
| 3Y | +887.7% | +78.1% | +809.7% | +531.4% |
| 5Y | +313.8% | +82.3% | +231.5% | +159.5% |
| All | +530.4% | +251.1% | +279.3% | +156.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling