-100.0%
CETX vs VOO
+77.4%
-177.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | -0.1% |
| 7D | -2.8% | -0.8% | -2.0% | -1.5% |
| 30D | -19.5% | -1.1% | -18.5% | -18.0% |
| 3M | -40.7% | +3.9% | -44.6% | -44.3% |
| 6M | -65.3% | +13.6% | -79.0% | -71.9% |
| YTD | -90.6% | +12.7% | -103.3% | -92.3% |
| 1Y | -98.0% | +17.6% | -115.6% | -98.4% |
| 3Y | -100.0% | +77.3% | -177.3% | -100.0% |
| All | -100.0% | +77.4% | -177.4% | -100.0% |
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 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