-50.0%
CTM vs VOO
+130.1%
-180.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.3% |
| 7D | +5.1% | -0.4% | +5.4% | +5.5% |
| 30D | -1.6% | -1.4% | -0.3% | -0.2% |
| 3M | -13.7% | +3.7% | -17.4% | -16.6% |
| 6M | -32.3% | +13.0% | -45.3% | -38.9% |
| YTD | -33.6% | +12.4% | -46.0% | -39.6% |
| 1Y | -47.8% | +18.6% | -66.4% | -54.2% |
| 3Y | +87.5% | +78.1% | +9.4% | +47.2% |
| All | -50.0% | +130.1% | -180.1% | -52.7% |
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