-46.4%
CRDF vs VOO
+77.0%
-123.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.1% | -3.8% |
| 7D | -0.9% | -0.4% | -0.6% | -0.4% |
| 30D | +1.9% | -1.4% | +3.3% | +4.1% |
| 3M | -31.4% | +3.7% | -35.1% | -35.5% |
| 6M | -47.2% | +13.0% | -60.3% | -56.4% |
| YTD | -62.6% | +12.4% | -75.1% | -68.8% |
| 1Y | -50.7% | +18.6% | -69.3% | -61.6% |
| All | -46.4% | +77.0% | -123.4% | -76.0% |
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 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