-41.6%
CTEV vs VOO
+18.2%
-59.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -4.0% |
| 7D | -6.4% | -0.8% | -5.6% | -4.7% |
| 30D | +1.9% | -1.1% | +2.9% | +4.8% |
| 3M | +12.3% | +3.9% | +8.4% | +3.9% |
| 6M | +114.4% | +13.6% | +100.8% | +78.2% |
| YTD | -15.8% | +12.7% | -28.5% | -30.0% |
| 1Y | -41.6% | +17.6% | -59.2% | -48.3% |
| All | -41.6% | +18.2% | -59.8% | -48.3% |
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