-82.5%
CDXS vs VOO
+807.8%
-890.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | -3.4% | -0.4% | -3.0% | -3.0% |
| 30D | -4.7% | -1.4% | -3.3% | -2.6% |
| 3M | -42.1% | +3.7% | -45.8% | -45.2% |
| 6M | +14.4% | +13.0% | +1.4% | -3.9% |
| YTD | -12.3% | +12.4% | -24.7% | -25.4% |
| 1Y | -41.6% | +18.6% | -60.2% | -53.7% |
| 3Y | -16.9% | +78.1% | -94.9% | -60.6% |
| 5Y | -94.7% | +82.3% | -177.0% | -97.4% |
| 10Y | -64.8% | +322.5% | -387.3% | -93.5% |
| All | -82.5% | +807.8% | -890.3% | -99.0% |
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 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