-91.6%
CVKD vs VOO
+77.4%
-169.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.8% | -8.5% | -8.6% |
| 7D | -10.7% | -0.8% | -9.9% | -10.0% |
| 30D | -40.8% | -1.1% | -39.7% | -40.1% |
| 3M | -73.0% | +3.9% | -76.8% | -74.0% |
| 6M | -86.0% | +13.6% | -99.7% | -87.8% |
| YTD | -83.9% | +12.7% | -96.6% | -85.8% |
| 1Y | -91.9% | +17.6% | -109.5% | -93.1% |
| 3Y | -91.6% | +77.3% | -169.0% | -94.9% |
| All | -91.6% | +77.4% | -169.1% | -94.9% |
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