+17.0%
CD vs VOO
+82.6%
-65.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.4% | +12.2% | +12.2% |
| 7D | +24.8% | +0.1% | +24.7% | +24.8% |
| 30D | +33.9% | +0.1% | +33.8% | +33.8% |
| 3M | -37.5% | +2.0% | -39.5% | -38.3% |
| 6M | -48.9% | +13.0% | -62.0% | -53.7% |
| YTD | -18.1% | +13.6% | -31.7% | -25.7% |
| 1Y | -26.0% | +20.1% | -46.1% | -34.5% |
| 3Y | +160.9% | +77.6% | +83.3% | +98.9% |
| All | +17.0% | +82.6% | -65.5% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling