-77.0%
CREX vs VOO
+321.7%
-398.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +7.1% |
| 7D | +12.8% | -2.0% | +14.8% | +14.5% |
| 30D | -3.3% | -1.7% | -1.7% | -2.1% |
| 3M | -22.7% | +4.7% | -27.4% | -25.3% |
| 6M | -19.4% | +12.6% | -32.0% | -26.5% |
| YTD | +11.1% | +11.8% | -0.6% | +2.2% |
| 1Y | +26.6% | +17.5% | +9.1% | +12.4% |
| 3Y | +65.7% | +77.0% | -11.3% | +12.7% |
| 5Y | -27.9% | +82.6% | -110.4% | -51.7% |
| All | -77.0% | +321.7% | -398.7% | -88.2% |
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