+137.6%
CDRE vs VOO
+75.1%
+62.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.2% |
| 7D | +10.5% | -0.9% | +11.4% | +11.1% |
| 30D | +32.3% | -2.3% | +34.7% | +34.5% |
| 3M | +0.4% | -1.2% | +1.6% | +1.1% |
| 6M | +9.4% | +3.3% | +6.0% | +5.7% |
| YTD | -15.5% | +12.3% | -27.8% | -23.8% |
| 1Y | -20.9% | +12.5% | -33.4% | -28.7% |
| 3Y | +14.4% | +79.2% | -64.8% | -29.1% |
| 5Y | +83.4% | +75.7% | +7.8% | +14.4% |
| All | +137.6% | +75.1% | +62.5% | +49.1% |
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