-5.8%
CDRE vs VOO
+18.9%
-24.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.2% |
| 7D | +1.8% | -0.4% | +2.1% | +2.3% |
| 30D | -11.1% | -1.4% | -9.7% | -9.4% |
| 3M | -3.2% | +3.7% | -6.9% | -8.5% |
| 6M | -33.4% | +13.0% | -46.4% | -44.9% |
| YTD | -28.0% | +12.4% | -40.5% | -40.1% |
| 1Y | -5.8% | +18.6% | -24.4% | -24.3% |
| All | -5.8% | +18.9% | -24.6% | -24.3% |
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