-90.6%
CTEV vs VOO
+231.2%
-321.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.0% |
| 7D | -6.0% | -2.0% | -4.0% | -3.7% |
| 30D | +5.1% | -1.7% | +6.8% | +7.5% |
| 3M | +23.5% | +4.7% | +18.8% | +17.4% |
| 6M | +125.0% | +12.6% | +112.4% | +101.0% |
| YTD | -14.1% | +11.8% | -25.8% | -23.1% |
| 1Y | -41.9% | +17.5% | -59.4% | -50.5% |
| 3Y | -50.6% | +77.0% | -127.6% | -71.8% |
| 5Y | -85.4% | +82.6% | -168.0% | -91.9% |
| All | -90.6% | +231.2% | -321.8% | -95.5% |
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