+74.6%
CTMX vs VOO
+19.4%
+55.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -0.7% |
| 7D | -0.5% | +0.5% | -1.1% | -1.5% |
| 30D | +5.5% | -0.9% | +6.4% | +7.1% |
| 3M | +24.1% | +3.9% | +20.3% | +15.6% |
| 6M | -22.0% | +14.5% | -36.5% | -40.4% |
| YTD | -14.3% | +13.0% | -27.3% | -32.1% |
| All | +74.6% | +19.4% | +55.2% | +59.7% |
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