-98.2%
CD vs VOO
+350.7%
-448.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -38.4% |
| 6M | -48.9% | +13.0% | -62.0% | -54.1% |
| YTD | -18.1% | +13.6% | -31.7% | -26.2% |
| 1Y | -26.0% | +20.1% | -46.1% | -35.6% |
| 3Y | +160.9% | +77.6% | +83.3% | +68.3% |
| 5Y | +21.7% | +82.4% | -60.7% | -25.2% |
| 10Y | -95.4% | +316.8% | -412.2% | -98.9% |
| All | -98.2% | +350.7% | -448.9% | -99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling