+102.5%
CRI vs VOO
+798.5%
-696.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.3% | +6.1% | +6.2% |
| 7D | +9.7% | +0.1% | +9.6% | +9.7% |
| 30D | +7.3% | -3.3% | +10.6% | +11.0% |
| 3M | -12.4% | -2.4% | -10.0% | -10.1% |
| 6M | -0.3% | +2.6% | -2.9% | -2.6% |
| YTD | +9.4% | +11.3% | -1.9% | -1.3% |
| 1Y | +12.9% | +13.4% | -0.6% | 0.0% |
| 3Y | -41.5% | +80.3% | -121.8% | -66.8% |
| 5Y | -60.3% | +72.7% | -133.0% | -76.4% |
| 10Y | -48.2% | +310.0% | -358.2% | -85.8% |
| All | +102.5% | +798.5% | -696.0% | -74.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling