-90.1%
CTEV vs VOO
+236.6%
-326.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.6% |
| 30D | +47.1% | +0.1% | +47.0% | +47.5% |
| 3M | +39.4% | +2.0% | +37.4% | +36.7% |
| 6M | +115.7% | +13.0% | +102.6% | +91.5% |
| YTD | -10.1% | +13.6% | -23.7% | -21.1% |
| 1Y | -43.2% | +20.1% | -63.3% | -52.9% |
| 3Y | -45.4% | +77.6% | -123.0% | -69.1% |
| 5Y | -84.3% | +82.4% | -166.8% | -91.5% |
| All | -90.1% | +236.6% | -326.7% | -95.3% |
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 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