-33.5%
CTEC vs VOO
+144.9%
-178.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.2% |
| 7D | +0.2% | -2.7% | +2.9% | +3.9% |
| 30D | -10.9% | -5.4% | -5.6% | -4.2% |
| 3M | -12.5% | -4.1% | -8.4% | -7.4% |
| 6M | -29.3% | +0.7% | -30.0% | -29.0% |
| YTD | -5.6% | +8.7% | -14.3% | -13.4% |
| 1Y | -16.9% | +11.0% | -27.8% | -25.4% |
| 3Y | +8.2% | +75.5% | -67.3% | -46.2% |
| 5Y | -51.1% | +68.4% | -119.4% | -73.2% |
| All | -33.5% | +144.9% | -178.5% | -78.1% |
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