+23.9%
CTKB vs VOO
+75.0%
-51.1%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +9.0% |
| YTD | +6.9% | +8.4% | -1.5% | -5.7% |
| 1Y | +34.7% | +9.5% | +25.2% | +16.9% |
| All | +23.9% | +75.0% | -51.1% | -63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling