-61.5%
CDLR vs VOO
+61.0%
-122.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.3% | -9.4% | -9.4% |
| 7D | -76.6% | -2.7% | -73.9% | -72.4% |
| 30D | -69.1% | -5.4% | -63.7% | -62.7% |
| 3M | -70.8% | -4.1% | -66.7% | -65.2% |
| 6M | -76.8% | +0.7% | -77.5% | -73.4% |
| YTD | -63.8% | +8.7% | -72.5% | -60.9% |
| 1Y | -60.6% | +11.0% | -71.5% | -58.0% |
| All | -61.5% | +61.0% | -122.6% | -68.0% |
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