-98.1%
CVKD vs VOO
+105.9%
-204.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.1% |
| 7D | -20.5% | +0.5% | -21.1% | -21.0% |
| 30D | -38.5% | -0.9% | -37.5% | -37.9% |
| 3M | -71.5% | +3.9% | -75.4% | -72.6% |
| 6M | -85.5% | +14.5% | -100.0% | -87.3% |
| YTD | -82.3% | +13.0% | -95.3% | -84.2% |
| 1Y | -91.0% | +19.4% | -110.5% | -92.3% |
| 3Y | -91.4% | +78.9% | -170.3% | -94.5% |
| All | -98.1% | +105.9% | -204.0% | -98.9% |
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 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