+96.9%
CTM vs VOO
+79.1%
+17.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.7% |
| 7D | +10.5% | +0.5% | +10.0% | +9.6% |
| 30D | +2.4% | -0.9% | +3.4% | +4.0% |
| 3M | -11.8% | +3.9% | -15.7% | -16.8% |
| 6M | -30.0% | +14.5% | -44.5% | -42.1% |
| YTD | -30.2% | +13.0% | -43.2% | -40.9% |
| 1Y | -44.2% | +19.4% | -63.7% | -55.9% |
| 3Y | +96.9% | +78.9% | +18.0% | -16.4% |
| All | +96.9% | +79.1% | +17.8% | -16.4% |
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