-35.9%
CITR vs VOO
+12.7%
-48.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.8% |
| 7D | -12.5% | +0.5% | -13.1% | -12.8% |
| 30D | -14.7% | -0.9% | -13.8% | -14.2% |
| 3M | -23.9% | +3.9% | -27.8% | -25.9% |
| 6M | -28.0% | +14.5% | -42.6% | -30.5% |
| YTD | -37.7% | +13.0% | -50.7% | -38.8% |
| All | -35.9% | +12.7% | -48.6% | -36.9% |
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 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