-99.8%
CTXR vs VOO
+381.3%
-481.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.5% |
| 7D | +5.6% | +0.5% | +5.1% | +5.3% |
| 30D | -11.9% | -0.9% | -10.9% | -11.3% |
| 3M | +2.0% | +3.9% | -1.9% | +0.3% |
| 6M | -28.0% | +14.5% | -42.6% | -32.7% |
| YTD | -22.7% | +13.0% | -35.6% | -26.8% |
| 1Y | -50.7% | +19.4% | -70.2% | -54.5% |
| 3Y | -97.3% | +78.9% | -176.2% | -97.8% |
| 5Y | -98.8% | +82.3% | -181.1% | -99.1% |
| 10Y | -99.8% | +314.2% | -414.0% | -99.9% |
| All | -99.8% | +381.3% | -481.2% | -99.9% |
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