-52.7%
CTMX vs VOO
+12.0%
-64.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.5% |
| 7D | -9.2% | -0.6% | -8.6% | -8.0% |
| 30D | -23.0% | -3.6% | -19.3% | -17.7% |
| 3M | -42.4% | -2.7% | -39.7% | -39.5% |
| 6M | -50.3% | +2.2% | -52.5% | -52.5% |
| YTD | -53.5% | +10.9% | -64.4% | -62.0% |
| 1Y | -52.7% | +11.3% | -64.1% | -61.6% |
| All | -52.7% | +12.0% | -64.7% | -61.6% |
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