+159.7%
CRF vs VOO
+325.3%
-165.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.1% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | -9.5% | -1.1% | -8.5% | -8.7% |
| 3M | -6.8% | +3.9% | -10.7% | -9.8% |
| 6M | -3.3% | +13.6% | -17.0% | -13.4% |
| YTD | -9.6% | +12.7% | -22.3% | -18.5% |
| 1Y | -3.5% | +17.6% | -21.1% | -16.2% |
| 3Y | +32.9% | +77.3% | -44.4% | -19.4% |
| 5Y | +22.4% | +84.1% | -61.7% | -29.2% |
| All | +159.7% | +325.3% | -165.6% | -22.4% |
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 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