+72.1%
CDNA vs VOO
+75.1%
-3.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -1.5% |
| 7D | -5.5% | -0.9% | -4.6% | -3.6% |
| 30D | +28.6% | -2.3% | +30.9% | +33.5% |
| 3M | +71.9% | -1.2% | +73.0% | +75.0% |
| 6M | +276.7% | +3.3% | +273.3% | +256.8% |
| YTD | +330.8% | +12.3% | +318.5% | +257.1% |
| 1Y | +383.7% | +12.5% | +371.2% | +300.0% |
| 3Y | +995.4% | +79.2% | +916.2% | +327.1% |
| 5Y | +72.1% | +75.7% | -3.6% | -22.8% |
| All | +72.1% | +75.1% | -3.0% | -22.8% |
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