-79.7%
CERT vs VOO
+127.9%
-207.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -1.8% |
| 7D | -4.4% | +0.5% | -5.0% | -5.1% |
| 30D | -5.6% | -0.9% | -4.7% | -4.5% |
| 3M | +48.3% | +3.9% | +44.4% | +40.5% |
| 6M | +9.6% | +14.5% | -4.9% | -8.3% |
| YTD | -12.1% | +13.0% | -25.1% | -25.3% |
| 1Y | -27.7% | +19.4% | -47.1% | -42.7% |
| 3Y | -47.7% | +78.9% | -126.6% | -76.0% |
| 5Y | -78.0% | +82.3% | -160.2% | -89.7% |
| All | -79.7% | +127.9% | -207.6% | -93.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling