-64.4%
CDXS vs VOO
+325.3%
-389.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.4% |
| 7D | +0.3% | -0.8% | +1.1% | +1.6% |
| 30D | -8.4% | -1.1% | -7.4% | -6.8% |
| 3M | -39.2% | +3.9% | -43.1% | -42.9% |
| 6M | +15.4% | +13.6% | +1.7% | -5.2% |
| YTD | -10.1% | +12.7% | -22.8% | -24.8% |
| 1Y | -40.0% | +17.6% | -57.5% | -52.6% |
| 3Y | -16.8% | +77.3% | -94.1% | -62.6% |
| 5Y | -94.5% | +84.1% | -178.7% | -97.5% |
| All | -64.4% | +325.3% | -389.6% | -94.0% |
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