+882.3%
CRL vs VOO
+817.1%
+65.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +10.7% | +0.1% | +10.6% | +10.6% |
| 3M | +55.3% | +2.0% | +53.3% | +51.4% |
| 6M | +60.7% | +13.0% | +47.6% | +39.6% |
| YTD | +44.6% | +13.6% | +31.0% | +25.3% |
| 1Y | +77.7% | +20.1% | +57.7% | +44.6% |
| 3Y | +37.6% | +77.6% | -39.9% | -26.4% |
| 5Y | -35.8% | +82.4% | -118.3% | -66.4% |
| 10Y | +241.7% | +316.8% | -75.1% | -24.4% |
| All | +882.3% | +817.1% | +65.2% | +1.8% |
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