-30.1%
CDXS vs VOO
+78.5%
-108.6%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.8% | -0.4% | +21.2% | +21.6% |
| 7D | +7.4% | +2.6% | +4.8% | +1.9% |
| 30D | -10.1% | -2.0% | -8.1% | -6.4% |
| 3M | -27.5% | -2.8% | -24.7% | -23.4% |
| 6M | -53.6% | +2.2% | -55.8% | -55.7% |
| YTD | -28.8% | +11.5% | -40.4% | -42.9% |
| 1Y | -28.8% | +13.5% | -42.3% | -44.9% |
| 3Y | -30.1% | +78.1% | -108.2% | -86.8% |
| All | -30.1% | +78.5% | -108.6% | -86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling