+369.5%
CTO vs VOO
+800.4%
-430.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +0.6% | +2.6% | -2.0% | -1.2% |
| 30D | -0.7% | -2.0% | +1.3% | +0.5% |
| 3M | -5.8% | -2.8% | -3.0% | -4.2% |
| 6M | +5.8% | +2.2% | +3.6% | +3.4% |
| YTD | +16.8% | +11.5% | +5.2% | +6.8% |
| 1Y | +26.1% | +13.5% | +12.6% | +13.8% |
| 3Y | +60.0% | +78.1% | -18.1% | +1.5% |
| 5Y | +64.0% | +73.1% | -9.1% | +5.0% |
| 10Y | +133.5% | +310.7% | -177.2% | -28.1% |
| All | +369.5% | +800.4% | -430.9% | -37.5% |
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