-35.9%
CITR vs VOO
+11.5%
-47.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -4.7% | -2.0% | -2.8% | -3.5% |
| 30D | -14.6% | -1.7% | -12.9% | -13.7% |
| 3M | -19.0% | +4.7% | -23.7% | -21.3% |
| 6M | -47.5% | +12.6% | -60.1% | -48.5% |
| YTD | -37.7% | +11.8% | -49.5% | -38.4% |
| All | -35.9% | +11.5% | -47.5% | -36.5% |
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