-99.7%
CTRM vs VOO
+211.5%
-311.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.8% | -3.8% |
| 7D | -6.6% | -0.6% | -6.0% | -6.1% |
| 30D | -25.3% | -3.6% | -21.6% | -22.5% |
| 3M | -39.2% | -2.7% | -36.5% | -37.7% |
| 6M | -36.8% | +2.2% | -39.1% | -38.1% |
| YTD | -38.6% | +10.9% | -49.5% | -44.3% |
| 1Y | -35.2% | +11.3% | -46.5% | -41.3% |
| 3Y | -61.6% | +76.9% | -138.5% | -78.4% |
| 5Y | -94.4% | +73.5% | -167.9% | -96.8% |
| All | -99.7% | +211.5% | -311.3% | -100.0% |
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