-33.0%
CTKB vs VOO
+77.8%
-110.7%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +5.3% |
| 6M | +6.6% | +13.0% | -6.5% | -10.9% |
| YTD | -6.9% | +13.6% | -20.5% | -22.6% |
| 1Y | +18.1% | +20.1% | -2.0% | -9.5% |
| All | -33.0% | +77.8% | -110.7% | -74.1% |
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