+138.3%
CDRE vs VOO
+73.5%
+64.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.5% | +2.8% |
| 7D | +8.5% | +0.1% | +8.4% | +8.0% |
| 30D | +39.7% | -3.3% | +43.0% | +43.2% |
| 3M | +4.5% | -2.4% | +6.9% | +6.3% |
| 6M | +15.3% | +2.6% | +12.7% | +12.1% |
| YTD | -15.3% | +11.3% | -26.5% | -22.9% |
| 1Y | -19.4% | +13.4% | -32.9% | -27.8% |
| 3Y | +15.2% | +80.3% | -65.1% | -28.9% |
| 5Y | +107.8% | +72.7% | +35.1% | +31.6% |
| All | +138.3% | +73.5% | +64.8% | +50.7% |
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