+279.3%
CRSP vs VOO
+318.9%
-39.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.8% |
| 7D | -6.1% | -0.4% | -5.7% | -5.6% |
| 30D | -0.1% | -1.4% | +1.3% | +1.9% |
| 3M | +3.8% | +3.7% | +0.1% | -1.1% |
| 6M | -9.1% | +13.0% | -22.1% | -22.4% |
| YTD | +1.9% | +12.4% | -10.5% | -12.2% |
| 1Y | -0.4% | +18.6% | -19.0% | -20.0% |
| 3Y | +7.0% | +78.1% | -71.0% | -48.8% |
| 5Y | -56.0% | +82.3% | -138.3% | -78.8% |
| All | +279.3% | +318.9% | -39.6% | -35.0% |
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