+756.8%
CRM vs VOO
+810.0%
-53.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +0.9% |
| 7D | -4.4% | -0.8% | -3.7% | -3.5% |
| 30D | +28.1% | -1.1% | +29.2% | +30.1% |
| 3M | +48.8% | +3.9% | +44.9% | +41.5% |
| 6M | +28.3% | +13.6% | +14.6% | +8.2% |
| YTD | -6.0% | +12.7% | -18.7% | -19.9% |
| 1Y | +1.4% | +17.6% | -16.1% | -18.1% |
| 3Y | +11.8% | +77.3% | -65.5% | -46.1% |
| 5Y | -2.0% | +84.1% | -86.1% | -53.7% |
| 10Y | +239.6% | +323.5% | -83.9% | -44.3% |
| All | +756.8% | +810.0% | -53.2% | -49.8% |
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