-53.0%
CRE vs VOO
+14.7%
-67.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.3% | -1.8% |
| 7D | +4.9% | -0.7% | +5.6% | +4.5% |
| 30D | -3.4% | -1.1% | -2.3% | -3.9% |
| 3M | -3.7% | -0.3% | -3.4% | -4.1% |
| 6M | -29.7% | +7.4% | -37.1% | -24.0% |
| YTD | -6.9% | +13.4% | -20.3% | +3.7% |
| 1Y | -53.0% | +14.8% | -67.8% | -47.4% |
| All | -53.0% | +14.7% | -67.6% | -47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling