+18.3%
CDX vs VOO
+85.2%
-66.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.1% | +0.1% | -0.3% | -0.2% |
| 30D | -0.2% | +0.1% | -0.3% | -0.2% |
| 3M | -1.0% | +2.0% | -3.1% | -1.8% |
| 6M | -2.9% | +13.0% | -15.9% | -7.1% |
| YTD | -2.8% | +13.6% | -16.4% | -7.3% |
| 1Y | -2.9% | +20.1% | -23.0% | -9.3% |
| 3Y | +21.5% | +77.6% | -56.0% | -2.1% |
| All | +18.3% | +85.2% | -66.9% | -7.3% |
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