+95.6%
CRI vs VOO
+817.1%
-721.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -15.4% | +0.1% | -15.4% | -15.4% |
| 3M | -11.4% | +2.0% | -13.4% | -13.2% |
| 6M | -2.6% | +13.0% | -15.6% | -13.7% |
| YTD | +5.7% | +13.6% | -7.9% | -6.8% |
| 1Y | +20.8% | +20.1% | +0.7% | +1.3% |
| 3Y | -46.3% | +77.6% | -123.9% | -69.1% |
| 5Y | -59.4% | +82.4% | -141.8% | -77.2% |
| 10Y | -53.5% | +316.8% | -370.4% | -87.6% |
| All | +95.6% | +817.1% | -721.4% | -76.2% |
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