-27.7%
CERT vs VOO
+19.5%
-47.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.1% |
| 7D | -4.4% | +0.5% | -5.0% | -4.8% |
| 30D | -5.6% | -0.9% | -4.7% | -4.9% |
| 3M | +48.3% | +3.9% | +44.4% | +42.9% |
| 6M | +9.6% | +14.5% | -4.9% | -3.7% |
| YTD | -12.1% | +13.0% | -25.1% | -21.8% |
| 1Y | -27.7% | +19.4% | -47.1% | -43.4% |
| All | -27.7% | +19.5% | -47.1% | -43.4% |
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