-99.3%
CDIO vs VOO
+76.1%
-175.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +1.7% |
| 7D | +16.7% | -0.9% | +17.6% | +17.8% |
| 30D | +7.9% | -2.3% | +10.2% | +10.9% |
| 3M | +4.9% | -1.2% | +6.1% | +6.1% |
| 6M | +3.8% | +3.3% | +0.4% | 0.0% |
| YTD | -29.2% | +12.3% | -41.5% | -36.9% |
| 1Y | -49.6% | +12.5% | -62.1% | -54.8% |
| 3Y | -93.7% | +79.2% | -172.9% | -95.8% |
| All | -99.3% | +76.1% | -175.4% | -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 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