+49.6%
CRT vs VOO
+325.3%
-275.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.2% |
| 7D | +6.8% | -0.8% | +7.6% | +7.4% |
| 30D | +16.7% | -1.1% | +17.8% | +17.6% |
| 3M | +10.2% | +3.9% | +6.3% | +6.8% |
| 6M | +23.1% | +13.6% | +9.5% | +11.3% |
| YTD | +52.7% | +12.7% | +40.0% | +38.6% |
| 1Y | +56.1% | +17.6% | +38.5% | +36.8% |
| 3Y | -31.8% | +77.3% | -109.1% | -57.5% |
| 5Y | +48.2% | +84.1% | -35.9% | -12.0% |
| All | +49.6% | +325.3% | -275.7% | -54.2% |
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