-45.8%
CRDL vs VOO
+82.8%
-128.6%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.4% |
| 7D | -9.3% | -0.8% | -8.5% | -8.3% |
| 30D | +31.3% | -1.1% | +32.3% | +33.3% |
| 3M | +86.4% | +3.9% | +82.6% | +77.0% |
| 6M | +84.7% | +13.6% | +71.1% | +54.6% |
| YTD | +109.1% | +12.7% | +96.4% | +77.2% |
| 1Y | +86.4% | +17.6% | +68.9% | +49.6% |
| 3Y | +113.4% | +77.3% | +36.0% | -4.4% |
| All | -45.8% | +82.8% | -128.6% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling