+67.5%
CERY vs VOO
+41.9%
+25.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.9% |
| 7D | +1.7% | -0.4% | +2.1% | +1.8% |
| 30D | +7.7% | -1.4% | +9.0% | +7.9% |
| 3M | +11.6% | +3.7% | +7.9% | +10.9% |
| 6M | +17.7% | +13.0% | +4.6% | +15.1% |
| YTD | +39.3% | +12.4% | +26.9% | +36.5% |
| 1Y | +48.4% | +18.6% | +29.8% | +43.4% |
| All | +67.5% | +41.9% | +25.6% | +51.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling