-72.5%
CDNL vs VOO
+11.7%
-84.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.4% | +14.9% | +15.4% |
| 7D | -55.6% | +2.6% | -58.2% | -57.4% |
| 30D | -60.8% | -2.0% | -58.8% | -58.1% |
| 3M | -81.4% | -2.8% | -78.6% | -79.8% |
| 6M | -88.2% | +2.2% | -90.4% | -88.3% |
| YTD | -73.3% | +11.5% | -84.8% | -76.1% |
| All | -72.5% | +11.7% | -84.3% | -75.6% |
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 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