-92.2%
CRBU vs VOO
+87.5%
-179.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.8% | -8.1% | -8.9% |
| 7D | -19.1% | -0.8% | -18.3% | -18.0% |
| 30D | -25.3% | -1.1% | -24.2% | -23.8% |
| 3M | -23.5% | +3.9% | -27.4% | -29.0% |
| 6M | -35.5% | +13.6% | -49.2% | -49.0% |
| YTD | -20.1% | +12.7% | -32.8% | -35.6% |
| 1Y | -33.5% | +17.6% | -51.1% | -49.6% |
| 3Y | -80.1% | +77.3% | -157.4% | -92.6% |
| 5Y | -95.6% | +84.1% | -179.7% | -98.3% |
| All | -92.2% | +87.5% | -179.7% | -97.0% |
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