-22.8%
CDW vs VOO
+82.3%
-105.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.6% |
| 7D | -3.9% | +0.5% | -4.4% | -4.4% |
| 30D | +6.9% | -0.9% | +7.8% | +8.1% |
| 3M | +7.7% | +3.9% | +3.8% | +3.4% |
| 6M | +18.3% | +14.5% | +3.8% | +1.9% |
| YTD | +7.8% | +13.0% | -5.2% | -5.8% |
| 1Y | -12.2% | +19.4% | -31.6% | -27.7% |
| 3Y | -28.9% | +78.9% | -107.8% | -62.0% |
| 5Y | -22.8% | +82.3% | -105.1% | -59.6% |
| All | -22.8% | +82.3% | -105.1% | -59.6% |
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