+269.4%
CDW vs VOO
+315.3%
-45.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | -4.2% | -0.4% | -3.9% | -3.8% |
| 30D | +4.9% | -1.4% | +6.2% | +6.7% |
| 3M | +7.3% | +3.7% | +3.6% | +2.9% |
| 6M | +19.2% | +13.0% | +6.1% | +3.3% |
| YTD | +6.2% | +12.4% | -6.3% | -7.5% |
| 1Y | -14.0% | +18.6% | -32.6% | -29.4% |
| 3Y | -30.0% | +78.1% | -108.0% | -63.6% |
| 5Y | -23.6% | +82.3% | -105.9% | -61.3% |
| 10Y | +269.4% | +322.5% | -53.2% | -23.1% |
| All | +269.4% | +315.3% | -45.9% | -23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling