-91.2%
CVKD vs VOO
+14.7%
-105.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.6% | -7.8% | -8.8% |
| 7D | +11.8% | -0.7% | +12.5% | +12.9% |
| 30D | +12.1% | -1.1% | +13.1% | +13.5% |
| 3M | -47.8% | -0.3% | -47.4% | -48.1% |
| 6M | -84.0% | +7.4% | -91.3% | -87.0% |
| YTD | -84.4% | +13.4% | -97.7% | -89.2% |
| 1Y | -91.2% | +14.8% | -106.0% | -93.8% |
| All | -91.2% | +14.7% | -105.9% | -93.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling