-59.7%
CERS vs VOO
+325.3%
-385.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | 0.0% |
| 7D | -3.9% | -0.8% | -3.1% | -2.8% |
| 30D | -8.1% | -1.1% | -7.0% | -6.6% |
| 3M | -3.9% | +3.9% | -7.7% | -9.4% |
| 6M | +39.1% | +13.6% | +25.5% | +15.7% |
| YTD | +20.9% | +12.7% | +8.2% | +2.1% |
| 1Y | +99.2% | +17.6% | +81.6% | +58.8% |
| 3Y | +48.2% | +77.3% | -29.1% | -29.5% |
| 5Y | -59.9% | +84.1% | -144.0% | -81.0% |
| All | -59.7% | +325.3% | -385.0% | -94.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling