-53.3%
CELU vs VOO
+77.4%
-130.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -3.2% |
| 7D | -16.1% | -0.8% | -15.3% | -14.9% |
| 30D | +104.3% | -1.1% | +105.4% | +109.3% |
| 3M | +93.9% | +3.9% | +90.1% | +85.4% |
| 6M | +10.2% | +13.6% | -3.5% | -8.8% |
| YTD | +27.0% | +12.7% | +14.3% | +6.9% |
| 1Y | -39.5% | +17.6% | -57.1% | -52.3% |
| 3Y | -53.3% | +77.3% | -130.6% | -80.4% |
| All | -53.3% | +77.4% | -130.7% | -80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling