+1,323.2%
CRS vs VOO
+325.3%
+997.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -2.4% |
| 7D | -6.8% | -0.8% | -6.0% | -5.6% |
| 30D | -16.1% | -1.1% | -15.1% | -14.7% |
| 3M | -21.2% | +3.9% | -25.1% | -25.6% |
| 6M | +8.7% | +13.6% | -4.9% | -10.2% |
| YTD | +41.0% | +12.7% | +28.3% | +17.8% |
| 1Y | +82.7% | +17.6% | +65.1% | +43.3% |
| 3Y | +604.8% | +77.3% | +527.5% | +198.6% |
| 5Y | +1,384.7% | +84.1% | +1,300.6% | +498.9% |
| All | +1,323.2% | +325.3% | +997.9% | +39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling