+51.7%
CDNL vs VOO
+12.9%
+38.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +2.9% |
| 7D | -2.1% | -0.8% | -1.4% | -0.7% |
| 30D | -0.9% | -1.1% | +0.2% | +0.9% |
| 3M | -45.4% | +3.9% | -49.3% | -48.7% |
| 6M | +20.0% | +13.6% | +6.3% | +0.3% |
| YTD | +47.4% | +12.7% | +34.7% | +25.7% |
| All | +51.7% | +12.9% | +38.8% | +28.2% |
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 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