+75.2%
CTMX vs VOO
+21.4%
+53.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -2.8% |
| 7D | +7.6% | +0.3% | +7.3% | +7.0% |
| 30D | +10.8% | +0.2% | +10.6% | +10.3% |
| 3M | +14.3% | +2.8% | +11.5% | +9.0% |
| 6M | -23.5% | +14.3% | -37.8% | -40.7% |
| YTD | -13.6% | +14.0% | -27.6% | -32.3% |
| All | +75.2% | +21.4% | +53.9% | +70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling