-98.5%
CELU vs VOO
+192.8%
-291.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.1% |
| 7D | -22.6% | -0.4% | -22.2% | -22.3% |
| 30D | +109.6% | -1.4% | +111.0% | +112.5% |
| 3M | +109.0% | +3.7% | +105.3% | +104.6% |
| 6M | +15.2% | +13.0% | +2.2% | +6.1% |
| YTD | +29.7% | +12.4% | +17.3% | +20.2% |
| 1Y | -36.3% | +18.6% | -54.9% | -43.0% |
| 3Y | -54.9% | +78.1% | -132.9% | -67.4% |
| 5Y | -97.9% | +82.3% | -180.1% | -98.5% |
| All | -98.5% | +192.8% | -291.3% | -99.0% |
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