-71.2%
CTKB vs VOO
+80.4%
-151.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.4% | -3.8% | -2.1% |
| 7D | -14.3% | -4.7% | -9.6% | -8.2% |
| 30D | +0.4% | -5.9% | +6.3% | +9.4% |
| 3M | +29.2% | -4.5% | +33.7% | +37.9% |
| 6M | +13.0% | +1.9% | +11.1% | +9.2% |
| YTD | +6.9% | +8.4% | -1.5% | -5.2% |
| 1Y | +34.7% | +9.5% | +25.2% | +17.6% |
| 3Y | +23.0% | +75.3% | -52.3% | -44.4% |
| 5Y | -78.1% | +67.9% | -146.0% | -89.2% |
| All | -71.2% | +80.4% | -151.6% | -86.5% |
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