-94.5%
CRE vs VOO
+21.6%
-116.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | -0.3% | +12.6% | +12.2% |
| 7D | +20.2% | +3.3% | +16.9% | +20.9% |
| 30D | +8.1% | -2.7% | +10.8% | +7.2% |
| 3M | +3.1% | -1.7% | +4.9% | +2.4% |
| 6M | +21.7% | +3.1% | +18.6% | +25.3% |
| YTD | +5.3% | +11.9% | -6.6% | +11.8% |
| 1Y | -49.7% | +12.1% | -61.8% | -46.9% |
| All | -94.5% | +21.6% | -116.1% | -93.4% |
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 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