-47.9%
CTM vs VOO
+132.5%
-180.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +4.0% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | -20.5% | +0.1% | -20.5% | -20.6% |
| 3M | -17.9% | +2.0% | -19.9% | -19.3% |
| 6M | -34.3% | +13.0% | -47.3% | -40.8% |
| YTD | -30.8% | +13.6% | -44.4% | -37.7% |
| 1Y | -42.1% | +20.1% | -62.2% | -49.7% |
| 3Y | +99.7% | +77.6% | +22.1% | +54.0% |
| All | -47.9% | +132.5% | -180.4% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling