+82.3%
VOO vs CRL
-37.4%
+119.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | 0.0% |
| 7D | +0.5% | -0.6% | +1.1% | +0.6% |
| 30D | -0.9% | +5.0% | -5.9% | -1.9% |
| 3M | +3.9% | +50.6% | -46.7% | -4.6% |
| 6M | +14.5% | +60.9% | -46.4% | +3.1% |
| YTD | +13.0% | +40.7% | -27.8% | +4.1% |
| 1Y | +19.4% | +73.3% | -53.9% | +4.8% |
| 3Y | +78.9% | +40.6% | +38.3% | +57.4% |
| 5Y | +82.3% | -37.0% | +119.3% | +83.7% |
| All | +82.3% | -37.4% | +119.7% | +83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling