-59.7%
CRI vs VOO
+82.3%
-142.0%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.2% |
| 7D | +0.9% | +0.5% | +0.3% | +0.3% |
| 30D | -18.6% | -0.9% | -17.7% | -17.8% |
| 3M | -16.9% | +3.9% | -20.8% | -20.2% |
| 6M | -2.7% | +14.5% | -17.3% | -15.7% |
| YTD | +1.7% | +13.0% | -11.2% | -10.5% |
| 1Y | +15.1% | +19.4% | -4.3% | -4.1% |
| 3Y | -44.2% | +78.9% | -123.1% | -69.6% |
| 5Y | -59.7% | +82.3% | -142.0% | -78.6% |
| All | -59.7% | +82.3% | -142.0% | -78.6% |
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 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