-97.7%
CD vs VOO
+331.4%
-429.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | +0.3% | -12.9% | -12.9% |
| 7D | -23.4% | -2.7% | -20.7% | -20.7% |
| 30D | -49.3% | -5.4% | -43.9% | -46.0% |
| 3M | +68.9% | -4.1% | +72.9% | +77.6% |
| 6M | -13.2% | +0.7% | -13.9% | -12.4% |
| YTD | +3.6% | +8.7% | -5.1% | -1.6% |
| 1Y | -58.3% | +11.0% | -69.2% | -60.8% |
| 3Y | +336.4% | +75.5% | +261.0% | +189.9% |
| 5Y | +57.7% | +68.4% | -10.7% | +5.7% |
| 10Y | -93.8% | +315.7% | -409.5% | -98.5% |
| All | -97.7% | +331.4% | -429.2% | -99.5% |
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