-65.8%
CFND vs VOO
+21.5%
-87.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +1.1% |
| 7D | +0.3% | -0.8% | +1.1% | +1.4% |
| 30D | +10.5% | -1.1% | +11.6% | +12.5% |
| 3M | +1.3% | +3.9% | -2.6% | -3.1% |
| 6M | -19.1% | +13.6% | -32.7% | -29.9% |
| YTD | -35.1% | +12.7% | -47.8% | -43.0% |
| 1Y | -61.1% | +17.6% | -78.7% | -66.4% |
| All | -65.8% | +21.5% | -87.3% | -71.1% |
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