-60.8%
CRE vs VOO
+19.5%
-80.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.5% |
| 7D | -8.4% | +0.5% | -9.0% | -8.3% |
| 30D | +6.2% | -0.9% | +7.1% | +5.9% |
| 3M | +1.8% | +3.9% | -2.1% | +4.1% |
| 6M | -37.7% | +14.5% | -52.3% | -35.4% |
| YTD | +1.7% | +13.0% | -11.2% | +5.9% |
| 1Y | -60.8% | +19.4% | -80.3% | -67.3% |
| All | -60.8% | +19.5% | -80.3% | -67.3% |
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