-11.7%
CRL vs VOO
+74.6%
-86.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.1% |
| 7D | +8.9% | +3.3% | +5.6% | +4.5% |
| 30D | +14.0% | -2.7% | +16.7% | +18.0% |
| 3M | +19.8% | -1.7% | +21.6% | +22.6% |
| 6M | +102.0% | +3.1% | +98.9% | +93.7% |
| YTD | +70.8% | +11.9% | +58.9% | +47.9% |
| 1Y | +98.7% | +12.1% | +86.7% | +71.8% |
| 3Y | +98.2% | +78.6% | +19.6% | -2.9% |
| 5Y | -11.7% | +73.8% | -85.5% | -54.3% |
| All | -11.7% | +74.6% | -86.3% | -54.3% |
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