+66.3%
CTAS vs VOO
+79.1%
-12.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | 0.0% | +0.5% | -0.6% | -0.4% |
| 30D | -1.0% | -0.9% | -0.1% | -0.5% |
| 3M | +15.8% | +3.9% | +11.9% | +12.7% |
| 6M | -1.0% | +14.5% | -15.5% | -10.1% |
| YTD | +7.4% | +13.0% | -5.5% | -1.7% |
| 1Y | -0.1% | +19.4% | -19.6% | -12.4% |
| 3Y | +66.3% | +78.9% | -12.6% | +2.6% |
| All | +66.3% | +79.1% | -12.8% | +2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling