-46.9%
CERT vs VOO
+80.9%
-127.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -2.0% | -2.0% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | -0.9% | +0.1% | -0.9% | -1.0% |
| 3M | +41.5% | +2.0% | +39.5% | +38.2% |
| 6M | +8.0% | +13.0% | -5.0% | -5.7% |
| YTD | -9.9% | +13.6% | -23.5% | -21.9% |
| 1Y | -25.0% | +20.1% | -45.0% | -38.8% |
| All | -46.9% | +80.9% | -127.8% | -75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling