-79.1%
CERT vs VOO
+129.2%
-208.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -2.0% | -1.9% |
| 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% | +37.3% |
| 6M | +8.0% | +13.0% | -5.0% | -8.1% |
| YTD | -9.9% | +13.6% | -23.5% | -23.9% |
| 1Y | -25.0% | +20.1% | -45.0% | -40.9% |
| 3Y | -51.8% | +77.6% | -129.4% | -77.6% |
| 5Y | -79.0% | +82.4% | -161.4% | -90.2% |
| All | -79.1% | +129.2% | -208.3% | -93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling