-62.0%
CDLR vs VOO
+65.2%
-127.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.7% | -3.6% |
| 7D | -1.2% | +2.6% | -3.8% | -4.4% |
| 30D | -68.8% | -2.0% | -66.8% | -63.9% |
| 3M | -70.6% | -2.8% | -67.8% | -65.7% |
| 6M | -77.5% | +2.2% | -79.6% | -74.8% |
| YTD | -64.2% | +11.5% | -75.8% | -62.6% |
| 1Y | -64.3% | +13.5% | -77.8% | -63.1% |
| All | -62.0% | +65.2% | -127.2% | -69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling