+77.3%
VOO vs CDE
+807.6%
-730.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.3% | +0.7% |
| 7D | -0.8% | -3.1% | +2.3% | -0.5% |
| 30D | -1.1% | +9.5% | -10.5% | -2.0% |
| 3M | +3.9% | +25.5% | -21.6% | +1.4% |
| 6M | +13.6% | -7.9% | +21.5% | +13.2% |
| YTD | +12.7% | +15.6% | -2.8% | +9.6% |
| 1Y | +17.6% | +34.0% | -16.5% | +12.1% |
| 3Y | +77.3% | +791.9% | -714.6% | +42.0% |
| All | +77.3% | +807.6% | -730.3% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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