-33.7%
CERS vs VOO
+802.4%
-836.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.2% |
| 7D | -4.3% | -2.0% | -2.3% | -1.6% |
| 30D | -4.3% | -1.7% | -2.6% | -1.9% |
| 3M | -3.9% | +4.7% | -8.6% | -10.3% |
| 6M | +39.0% | +12.6% | +26.4% | +17.9% |
| YTD | +19.4% | +11.8% | +7.7% | +2.7% |
| 1Y | +108.5% | +17.5% | +90.9% | +67.8% |
| 3Y | +50.0% | +77.0% | -27.0% | -26.7% |
| 5Y | -60.4% | +82.6% | -143.0% | -80.5% |
| 10Y | -59.5% | +320.0% | -379.5% | -92.7% |
| All | -33.7% | +802.4% | -836.1% | -95.5% |
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 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