+326.6%
CRC vs VOO
+147.8%
+178.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +6.1% | -2.0% | +8.1% | +8.0% |
| 30D | +4.7% | -1.7% | +6.4% | +6.2% |
| 3M | -3.7% | +4.7% | -8.5% | -8.2% |
| 6M | -6.8% | +12.6% | -19.4% | -17.9% |
| YTD | +28.5% | +11.8% | +16.7% | +13.9% |
| 1Y | +9.7% | +17.5% | -7.9% | -7.9% |
| 3Y | +7.8% | +77.0% | -69.2% | -37.9% |
| 5Y | +62.7% | +82.6% | -19.9% | -8.0% |
| All | +326.6% | +147.8% | +178.8% | +85.8% |
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