-69.6%
CERT vs VOO
+72.6%
-142.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.3% |
| 7D | -4.0% | +2.6% | -6.6% | -6.9% |
| 30D | +23.6% | -2.0% | +25.6% | +25.7% |
| 3M | +42.0% | -2.8% | +44.7% | +45.9% |
| 6M | +141.5% | +2.2% | +139.4% | +132.6% |
| YTD | +31.3% | +11.5% | +19.8% | +13.0% |
| 1Y | +37.6% | +13.5% | +24.1% | +15.9% |
| 3Y | -11.1% | +78.1% | -89.2% | -58.8% |
| All | -69.6% | +72.6% | -142.2% | -84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling