+476.1%
CTBI vs VOO
+807.8%
-331.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -0.8% | -0.4% | -0.5% | -0.5% |
| 30D | -1.3% | -1.4% | 0.0% | -0.1% |
| 3M | +11.4% | +3.7% | +7.7% | +7.4% |
| 6M | +31.3% | +13.0% | +18.3% | +16.9% |
| YTD | +37.5% | +12.4% | +25.1% | +23.0% |
| 1Y | +37.6% | +18.6% | +19.0% | +17.0% |
| 3Y | +140.2% | +78.1% | +62.2% | +40.0% |
| 5Y | +129.9% | +82.3% | +47.6% | +27.8% |
| 10Y | +201.3% | +322.5% | -121.2% | -27.6% |
| All | +476.1% | +807.8% | -331.7% | -48.0% |
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