-93.9%
CD vs VOO
+309.9%
-403.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | +0.3% | -12.9% | -12.8% |
| 7D | -23.4% | -2.7% | -20.7% | -20.8% |
| 30D | -49.3% | -5.4% | -43.9% | -46.2% |
| 3M | +68.9% | -4.1% | +72.9% | +77.2% |
| 6M | -13.2% | +0.7% | -13.9% | -12.4% |
| YTD | +3.6% | +8.7% | -5.1% | -1.2% |
| 1Y | -58.3% | +11.0% | -69.2% | -60.6% |
| 3Y | +336.4% | +75.5% | +261.0% | +200.8% |
| 5Y | +57.7% | +68.4% | -10.7% | +10.7% |
| All | -93.9% | +309.9% | -403.8% | -97.9% |
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 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