-59.0%
CRI vs VOO
+321.7%
-380.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -5.3% |
| 7D | -8.9% | -2.0% | -6.9% | -7.0% |
| 30D | -23.4% | -1.7% | -21.8% | -22.1% |
| 3M | -22.6% | +4.7% | -27.4% | -26.2% |
| 6M | -9.1% | +12.6% | -21.7% | -19.6% |
| YTD | -4.9% | +11.8% | -16.6% | -15.1% |
| 1Y | +8.9% | +17.5% | -8.7% | -7.4% |
| 3Y | -47.8% | +77.0% | -124.8% | -70.7% |
| 5Y | -63.8% | +82.6% | -146.4% | -80.3% |
| All | -59.0% | +321.7% | -380.8% | -89.0% |
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