-42.2%
CTEV vs VOO
+21.4%
-63.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.9% | -5.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.1% |
| 30D | +48.1% | +0.2% | +47.8% | +48.1% |
| 3M | +48.8% | +2.8% | +46.0% | +41.6% |
| 6M | +131.2% | +14.3% | +116.9% | +89.8% |
| YTD | -8.6% | +14.0% | -22.6% | -25.4% |
| All | -42.2% | +21.4% | -63.6% | -50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling