+760.6%
CDNA vs VOO
+369.8%
+390.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.9% |
| 7D | -0.9% | +2.6% | -3.4% | -4.0% |
| 30D | +20.4% | -2.0% | +22.4% | +23.8% |
| 3M | +64.4% | -2.8% | +67.1% | +70.8% |
| 6M | +277.9% | +2.2% | +275.7% | +267.5% |
| YTD | +313.4% | +11.5% | +301.9% | +258.1% |
| 1Y | +390.7% | +13.5% | +377.2% | +315.5% |
| 3Y | +883.3% | +78.1% | +805.2% | +370.5% |
| 5Y | +63.3% | +73.1% | -9.8% | -15.7% |
| 10Y | +1,847.0% | +310.7% | +1,536.3% | +385.9% |
| All | +760.6% | +369.8% | +390.7% | +91.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling