-4.1%
CERT vs VOO
+75.5%
-79.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.4% |
| 7D | +9.3% | -2.7% | +12.1% | +11.5% |
| 30D | +34.5% | -5.4% | +39.9% | +41.4% |
| 3M | +48.2% | -4.1% | +52.3% | +53.6% |
| 6M | +92.5% | +0.7% | +91.7% | +88.5% |
| YTD | +36.8% | +8.7% | +28.1% | +23.1% |
| 1Y | +6.9% | +11.0% | -4.0% | -6.0% |
| 3Y | -4.1% | +75.5% | -79.6% | -65.3% |
| All | -4.1% | +75.5% | -79.6% | -65.3% |
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