+863.2%
CDW vs VOO
+498.3%
+364.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +9.3% | +0.1% | +9.2% | +9.3% |
| 3M | +9.8% | +2.0% | +7.8% | +7.4% |
| 6M | +23.3% | +13.0% | +10.3% | +7.2% |
| YTD | +13.7% | +13.6% | +0.1% | -1.7% |
| 1Y | -6.5% | +20.1% | -26.6% | -23.9% |
| 3Y | -25.2% | +77.6% | -102.8% | -60.3% |
| 5Y | -19.5% | +82.4% | -101.9% | -58.4% |
| 10Y | +285.8% | +316.8% | -31.0% | -12.7% |
| All | +863.2% | +498.3% | +364.9% | +66.7% |
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