+36.7%
CERT vs VOO
+13.0%
+23.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.5% | -3.8% |
| 7D | +5.8% | -0.9% | +6.7% | +6.0% |
| 30D | +26.9% | -2.3% | +29.3% | +28.6% |
| 3M | +44.3% | -1.2% | +45.4% | +45.0% |
| 6M | +128.7% | +3.3% | +125.3% | +122.3% |
| YTD | +33.1% | +12.3% | +20.8% | +21.4% |
| 1Y | +36.7% | +12.5% | +24.2% | +24.6% |
| All | +36.7% | +13.0% | +23.7% | +24.6% |
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