-95.3%
CRE vs VOO
+18.1%
-113.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.9% |
| 7D | +1.6% | -2.7% | +4.3% | +1.2% |
| 30D | -5.7% | -5.4% | -0.3% | -7.0% |
| 3M | -7.7% | -4.1% | -3.7% | -8.6% |
| 6M | -9.4% | +0.7% | -10.2% | -6.9% |
| YTD | -9.8% | +8.7% | -18.5% | -4.8% |
| 1Y | -53.6% | +11.0% | -64.6% | -51.6% |
| All | -95.3% | +18.1% | -113.4% | -94.4% |
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 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