-93.1%
CTEV vs VOO
+231.8%
-324.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.2% |
| 7D | +33.0% | +3.3% | +29.8% | +27.9% |
| 30D | +13.4% | -2.7% | +16.1% | +17.3% |
| 3M | -23.8% | -1.7% | -22.1% | -21.8% |
| 6M | -5.7% | +3.1% | -8.8% | -7.3% |
| YTD | -37.1% | +11.9% | -49.0% | -43.7% |
| 1Y | -54.1% | +12.1% | -66.2% | -58.6% |
| 3Y | -51.6% | +78.6% | -130.2% | -72.4% |
| 5Y | -83.6% | +73.8% | -157.4% | -90.7% |
| All | -93.1% | +231.8% | -324.8% | -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 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