-36.5%
CDNL vs VOO
+13.6%
-50.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.6% | -8.0% |
| 7D | -4.0% | -0.7% | -3.3% | -2.7% |
| 30D | -48.0% | -1.1% | -46.9% | -46.7% |
| 3M | -76.6% | -0.3% | -76.3% | -76.4% |
| 6M | -69.8% | +7.4% | -77.2% | -72.9% |
| YTD | -38.3% | +13.4% | -51.6% | -47.7% |
| All | -36.5% | +13.6% | -50.1% | -46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling