+44.8%
CRESY vs VOO
+810.0%
-765.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.6% | -4.6% |
| 7D | +0.6% | -0.8% | +1.3% | +1.3% |
| 30D | +13.5% | -1.1% | +14.5% | +14.5% |
| 3M | -4.5% | +3.9% | -8.4% | -8.2% |
| 6M | +3.6% | +13.6% | -10.0% | -8.9% |
| YTD | -3.9% | +12.7% | -16.6% | -14.7% |
| 1Y | +48.5% | +17.6% | +30.9% | +27.0% |
| 3Y | +140.0% | +77.3% | +62.7% | +37.1% |
| 5Y | +238.2% | +84.1% | +154.1% | +87.5% |
| 10Y | +6.9% | +323.5% | -316.6% | -72.6% |
| All | +44.8% | +810.0% | -765.2% | -84.5% |
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