+130.6%
CDRE vs VOO
+74.5%
+56.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | +2.5% | +3.3% | -0.8% | -0.2% |
| 30D | +26.9% | -2.7% | +29.6% | +29.4% |
| 3M | -1.6% | -1.7% | +0.2% | -0.5% |
| 6M | +17.3% | +3.1% | +14.2% | +13.6% |
| YTD | -18.0% | +11.9% | -29.9% | -25.8% |
| 1Y | -22.5% | +12.1% | -34.6% | -29.9% |
| 3Y | +11.0% | +78.6% | -67.6% | -31.0% |
| 5Y | +77.4% | +73.8% | +3.6% | +11.7% |
| All | +130.6% | +74.5% | +56.1% | +45.1% |
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