+791.9%
CDE vs VOO
+77.4%
+714.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | -0.5% |
| 7D | -3.1% | -0.8% | -2.3% | -1.6% |
| 30D | +9.5% | -1.1% | +10.5% | +11.9% |
| 3M | +25.5% | +3.9% | +21.6% | +18.0% |
| 6M | -7.9% | +13.6% | -21.5% | -24.6% |
| YTD | +15.6% | +12.7% | +2.8% | -3.3% |
| 1Y | +34.0% | +17.6% | +16.5% | +5.3% |
| 3Y | +791.9% | +77.3% | +714.6% | +251.9% |
| All | +791.9% | +77.4% | +714.5% | +251.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling