-68.4%
CERT vs VOO
+119.4%
-187.7%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.4% |
| 7D | +9.3% | -2.7% | +12.1% | +12.2% |
| 30D | +34.5% | -5.4% | +39.9% | +43.0% |
| 3M | +48.2% | -4.1% | +52.3% | +54.9% |
| 6M | +92.5% | +0.7% | +91.7% | +88.1% |
| YTD | +36.8% | +8.7% | +28.1% | +21.1% |
| 1Y | +6.9% | +11.0% | -4.0% | -7.9% |
| 3Y | -4.1% | +75.5% | -79.6% | -55.3% |
| 5Y | -71.9% | +68.4% | -140.3% | -85.6% |
| All | -68.4% | +119.4% | -187.7% | -89.0% |
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