+102.3%
CDRE vs VOO
+75.3%
+27.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.4% |
| 7D | +1.8% | -0.4% | +2.1% | +2.1% |
| 30D | -11.1% | -1.4% | -9.7% | -10.0% |
| 3M | -3.2% | +3.7% | -6.9% | -6.4% |
| 6M | -33.4% | +13.0% | -46.4% | -40.0% |
| YTD | -28.0% | +12.4% | -40.5% | -34.8% |
| 1Y | -5.8% | +18.6% | -24.4% | -18.3% |
| 3Y | +16.7% | +78.1% | -61.3% | -27.0% |
| All | +102.3% | +75.3% | +27.1% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling