+99.2%
CERS vs VOO
+18.2%
+81.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | 0.0% |
| 7D | -3.9% | -0.8% | -3.1% | -2.7% |
| 30D | -8.1% | -1.1% | -7.0% | -6.6% |
| 3M | -3.9% | +3.9% | -7.7% | -9.6% |
| 6M | +39.1% | +13.6% | +25.5% | +10.5% |
| YTD | +20.9% | +12.7% | +8.2% | -2.4% |
| 1Y | +99.2% | +17.6% | +81.6% | +50.5% |
| All | +99.2% | +18.2% | +81.0% | +50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling