+914.2%
CADL vs VOO
+77.0%
+837.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -2.9% |
| 7D | -7.8% | -0.4% | -7.4% | -7.4% |
| 30D | +15.9% | -1.4% | +17.3% | +18.1% |
| 3M | +40.4% | +3.7% | +36.6% | +35.1% |
| 6M | +137.2% | +13.0% | +124.2% | +108.7% |
| YTD | +115.4% | +12.4% | +103.0% | +91.0% |
| 1Y | +144.9% | +18.6% | +126.3% | +107.9% |
| All | +914.2% | +77.0% | +837.2% | +784.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling