-36.2%
CDNL vs VOO
+12.5%
-48.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | 0.0% |
| 7D | +0.4% | -0.9% | +1.3% | +3.4% |
| 30D | -28.3% | -2.3% | -26.0% | -23.8% |
| 3M | -60.8% | -1.2% | -59.7% | -59.4% |
| 6M | -75.2% | +3.3% | -78.5% | -76.0% |
| YTD | -38.0% | +12.3% | -50.3% | -45.9% |
| All | -36.2% | +12.5% | -48.8% | -44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling