-66.9%
CFND vs VOO
+21.8%
-88.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.1% |
| 7D | +12.8% | +0.5% | +12.3% | +12.1% |
| 30D | +8.1% | -0.9% | +9.0% | +9.8% |
| 3M | -2.5% | +3.9% | -6.4% | -6.8% |
| 6M | -18.9% | +14.5% | -33.5% | -30.5% |
| YTD | -37.1% | +13.0% | -50.1% | -44.9% |
| 1Y | -64.3% | +19.4% | -83.7% | -69.5% |
| All | -66.9% | +21.8% | -88.7% | -72.1% |
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 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