-93.1%
CTEV vs VOO
+230.5%
-323.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | +18.1% | +2.6% | +15.5% | +14.5% |
| 30D | +12.0% | -2.0% | +14.0% | +14.9% |
| 3M | -36.5% | -2.8% | -33.7% | -34.0% |
| 6M | -2.8% | +2.2% | -4.9% | -3.4% |
| YTD | -37.3% | +11.5% | -48.8% | -43.6% |
| 1Y | -39.3% | +13.5% | -52.8% | -46.3% |
| 3Y | -47.6% | +78.1% | -125.7% | -70.0% |
| 5Y | -83.7% | +73.1% | -156.8% | -90.7% |
| All | -93.1% | +230.5% | -323.6% | -96.7% |
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