-48.5%
CRI vs VOO
+306.9%
-355.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +9.5% | -0.6% | +10.1% | +10.3% |
| 30D | +6.0% | -3.6% | +9.6% | +10.2% |
| 3M | -14.4% | -2.7% | -11.7% | -11.7% |
| 6M | -1.5% | +2.2% | -3.8% | -3.6% |
| YTD | +8.1% | +10.9% | -2.8% | -2.7% |
| 1Y | +8.4% | +11.3% | -2.9% | -2.7% |
| 3Y | -43.2% | +76.9% | -120.1% | -68.0% |
| 5Y | -61.1% | +73.5% | -134.6% | -77.6% |
| 10Y | -48.5% | +307.7% | -356.1% | -86.6% |
| All | -48.5% | +306.9% | -355.4% | -86.6% |
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