-6.2%
CDRO vs VOO
+81.3%
-87.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.9% |
| 7D | +5.4% | -2.0% | +7.4% | +7.0% |
| 30D | +4.4% | -1.7% | +6.0% | +5.7% |
| 3M | -4.0% | +4.7% | -8.8% | -7.4% |
| 6M | +16.4% | +12.6% | +3.8% | +6.0% |
| YTD | +15.9% | +11.8% | +4.2% | +6.1% |
| 1Y | +15.2% | +17.5% | -2.3% | +1.3% |
| 3Y | +211.4% | +77.0% | +134.4% | +103.0% |
| All | -6.2% | +81.3% | -87.5% | -39.1% |
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 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