+311.2%
CRC vs VOO
+151.8%
+159.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.6% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | +6.4% | +0.1% | +6.3% | +6.3% |
| 3M | -10.4% | +2.0% | -12.4% | -12.4% |
| 6M | -10.8% | +13.0% | -23.8% | -21.6% |
| YTD | +23.8% | +13.6% | +10.2% | +8.2% |
| 1Y | +8.3% | +20.1% | -11.8% | -10.8% |
| 3Y | +4.1% | +77.6% | -73.5% | -40.2% |
| 5Y | +67.8% | +82.4% | -14.6% | -5.2% |
| All | +311.2% | +151.8% | +159.4% | +76.5% |
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 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