+133.0%
CDRE vs VOO
+73.8%
+59.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | +2.5% | +2.6% | -0.1% | +0.4% |
| 30D | +30.1% | -2.0% | +32.1% | +31.8% |
| 3M | -1.1% | -2.8% | +1.7% | +1.0% |
| 6M | +7.5% | +2.2% | +5.4% | +4.9% |
| YTD | -17.2% | +11.5% | -28.7% | -24.8% |
| 1Y | -21.7% | +13.5% | -35.1% | -29.8% |
| 3Y | +7.0% | +78.1% | -71.1% | -33.3% |
| 5Y | +79.3% | +73.1% | +6.1% | +13.2% |
| All | +133.0% | +73.8% | +59.1% | +47.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling