-35.7%
CREX vs VOO
+81.6%
-117.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.3% |
| 7D | +3.0% | -0.4% | +3.4% | +3.4% |
| 30D | -9.0% | -1.4% | -7.7% | -7.6% |
| 3M | -29.4% | +3.7% | -33.1% | -32.2% |
| 6M | -23.2% | +13.0% | -36.2% | -33.4% |
| YTD | +4.2% | +12.4% | -8.2% | -8.7% |
| 1Y | +19.8% | +18.6% | +1.2% | -1.0% |
| 3Y | +55.4% | +78.1% | -22.6% | -15.0% |
| 5Y | -35.7% | +82.3% | -118.0% | -65.2% |
| All | -35.7% | +81.6% | -117.3% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling