-15.8%
CTRI vs VOO
+57.1%
-72.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.0% |
| 7D | -1.8% | -0.4% | -1.4% | -1.3% |
| 30D | -15.2% | -1.4% | -13.8% | -13.6% |
| 3M | -31.7% | +3.7% | -35.4% | -35.4% |
| 6M | -32.8% | +13.0% | -45.9% | -43.1% |
| YTD | -20.2% | +12.4% | -32.6% | -32.0% |
| 1Y | -6.0% | +18.6% | -24.6% | -24.9% |
| All | -15.8% | +57.1% | -72.9% | -50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling