+1,688.5%
CRS vs VOO
+812.0%
+876.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -2.7% |
| 7D | -3.1% | +0.5% | -3.6% | -3.9% |
| 30D | -19.6% | -0.9% | -18.7% | -18.4% |
| 3M | -8.1% | +3.9% | -12.0% | -13.2% |
| 6M | +18.6% | +14.5% | +4.0% | -3.2% |
| YTD | +45.9% | +13.0% | +32.9% | +21.5% |
| 1Y | +82.5% | +19.4% | +63.0% | +39.8% |
| 3Y | +648.9% | +78.9% | +570.0% | +213.0% |
| 5Y | +1,438.1% | +82.3% | +1,355.9% | +530.0% |
| 10Y | +1,327.0% | +314.2% | +1,012.8% | +78.7% |
| All | +1,688.5% | +812.0% | +876.5% | -31.8% |
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