+940.6%
CDW vs VOO
+486.2%
+454.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.5% | +2.3% |
| 7D | +9.3% | +0.1% | +9.2% | +9.5% |
| 30D | +15.8% | -3.3% | +19.1% | +20.5% |
| 3M | +21.8% | -2.4% | +24.2% | +25.7% |
| 6M | +58.8% | +2.6% | +56.2% | +55.0% |
| YTD | +22.8% | +11.3% | +11.5% | +9.0% |
| 1Y | +17.9% | +13.4% | +4.5% | +2.4% |
| 3Y | -17.4% | +80.3% | -97.7% | -56.7% |
| 5Y | -5.7% | +72.7% | -78.4% | -48.1% |
| 10Y | +319.5% | +310.0% | +9.5% | -2.9% |
| All | +940.6% | +486.2% | +454.4% | +84.9% |
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