+317.6%
VOO vs CRL
+256.1%
+61.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.3% |
| 7D | -0.8% | -3.5% | +2.8% | +0.2% |
| 30D | -1.1% | -2.1% | +1.1% | -0.6% |
| 3M | +3.9% | +48.0% | -44.1% | -7.3% |
| 6M | +13.6% | +64.7% | -51.1% | -2.6% |
| YTD | +12.7% | +39.5% | -26.8% | +0.7% |
| 1Y | +17.6% | +74.2% | -56.6% | -2.2% |
| 3Y | +77.3% | +39.4% | +38.0% | +48.3% |
| 5Y | +84.1% | -36.9% | +121.0% | +98.7% |
| All | +317.6% | +256.1% | +61.5% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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