-46.7%
CRDL vs VOO
+233.1%
-279.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.2% |
| 7D | -9.3% | -0.8% | -8.5% | -8.4% |
| 30D | +31.3% | -1.1% | +32.3% | +33.0% |
| 3M | +86.4% | +3.9% | +82.6% | +78.4% |
| 6M | +84.7% | +13.6% | +71.1% | +58.8% |
| YTD | +109.1% | +12.7% | +96.4% | +81.8% |
| 1Y | +86.4% | +17.6% | +68.9% | +54.9% |
| 3Y | +113.4% | +77.3% | +36.0% | +11.0% |
| 5Y | -50.9% | +84.1% | -135.0% | -75.2% |
| All | -46.7% | +233.1% | -279.7% | -87.1% |
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 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