-69.2%
CERT vs VOO
+126.6%
-195.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.5% | -4.8% |
| 7D | +5.8% | -0.9% | +6.7% | +6.1% |
| 30D | +26.9% | -2.3% | +29.3% | +29.8% |
| 3M | +44.3% | -1.2% | +45.4% | +45.5% |
| 6M | +128.7% | +3.3% | +125.3% | +116.9% |
| YTD | +33.1% | +12.3% | +20.8% | +13.3% |
| 1Y | +36.7% | +12.5% | +24.2% | +16.1% |
| 3Y | -13.1% | +79.2% | -92.3% | -60.5% |
| 5Y | -70.2% | +75.7% | -145.9% | -85.5% |
| All | -69.2% | +126.6% | -195.8% | -89.7% |
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