+106.8%
CDRE vs VOO
+77.1%
+29.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | -4.1% | +0.1% | -4.2% | -4.2% |
| 3M | -1.3% | +2.0% | -3.3% | -3.1% |
| 6M | -34.1% | +13.0% | -47.1% | -40.6% |
| YTD | -26.5% | +13.6% | -40.0% | -34.0% |
| 1Y | -5.6% | +20.1% | -25.7% | -19.1% |
| 3Y | +18.2% | +77.6% | -59.4% | -26.0% |
| All | +106.8% | +77.1% | +29.7% | +29.1% |
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 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