-93.4%
CD vs VOO
+317.9%
-411.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.3% | +3.5% | +3.6% |
| 7D | -5.5% | +0.1% | -5.6% | -5.0% |
| 30D | -37.1% | -3.3% | -33.8% | -34.4% |
| 3M | +105.7% | -2.4% | +108.1% | +112.7% |
| 6M | -13.4% | +2.6% | -16.0% | -14.1% |
| YTD | +9.7% | +11.3% | -1.6% | +2.3% |
| 1Y | -50.9% | +13.4% | -64.3% | -54.6% |
| 3Y | +373.9% | +80.3% | +293.6% | +218.6% |
| 5Y | +46.0% | +72.7% | -26.7% | 0.0% |
| 10Y | -93.4% | +310.0% | -403.4% | -97.8% |
| All | -93.4% | +317.9% | -411.3% | -97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling