-74.9%
CTKB vs VOO
+89.0%
-163.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +12.4% | +0.1% | +12.4% | +12.4% |
| 3M | +8.5% | +2.0% | +6.5% | +5.1% |
| 6M | +6.6% | +13.0% | -6.5% | -11.0% |
| YTD | -6.9% | +13.6% | -20.5% | -22.7% |
| 1Y | +18.1% | +20.1% | -2.0% | -9.5% |
| 3Y | -39.2% | +77.6% | -116.8% | -73.0% |
| 5Y | -80.6% | +82.4% | -163.0% | -91.3% |
| All | -74.9% | +89.0% | -163.9% | -89.0% |
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