+54.0%
CTOS vs VOO
+75.5%
-21.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | -0.2% |
| 7D | -12.0% | -2.7% | -9.3% | -8.0% |
| 30D | -1.2% | -5.4% | +4.2% | +8.2% |
| 3M | -15.6% | -4.1% | -11.6% | -9.7% |
| 6M | -6.4% | +0.7% | -7.2% | -7.5% |
| YTD | +62.0% | +8.7% | +53.3% | +41.6% |
| 1Y | +60.9% | +11.0% | +49.9% | +36.5% |
| 3Y | +54.0% | +75.5% | -21.5% | -47.8% |
| All | +54.0% | +75.5% | -21.5% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling