-86.2%
CRCD vs VOO
+15.7%
-101.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +2.9% |
| 7D | +17.0% | +2.6% | +14.4% | +35.2% |
| 30D | +39.8% | -2.0% | +41.8% | +28.4% |
| 3M | -16.0% | -2.8% | -13.3% | -22.0% |
| 6M | +40.1% | +2.2% | +38.0% | +85.3% |
| YTD | -90.4% | +11.5% | -101.9% | -72.3% |
| 1Y | -92.2% | +13.5% | -105.6% | -73.6% |
| All | -86.2% | +15.7% | -101.9% | -42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling