+18.3%
CDX vs VOO
+83.4%
-65.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +0.4% | -0.4% | +0.8% | +0.5% |
| 30D | -0.5% | -1.4% | +0.9% | 0.0% |
| 3M | -0.7% | +3.7% | -4.5% | -2.1% |
| 6M | -2.9% | +13.0% | -16.0% | -7.2% |
| YTD | -2.8% | +12.4% | -15.3% | -7.0% |
| 1Y | -2.5% | +18.6% | -21.1% | -8.6% |
| 3Y | +21.3% | +78.1% | -56.7% | -2.4% |
| All | +18.3% | +83.4% | -65.1% | -7.0% |
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