+812.9%
VOO vs CDE
+12.9%
+799.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.3% |
| 7D | -2.0% | -6.1% | +4.1% | -1.5% |
| 30D | -1.7% | +9.5% | -11.1% | -2.5% |
| 3M | +4.7% | +32.0% | -27.3% | +1.9% |
| 6M | +12.6% | -12.8% | +25.3% | +12.7% |
| YTD | +11.8% | +14.2% | -2.4% | +8.9% |
| 1Y | +17.5% | +36.3% | -18.8% | +12.1% |
| 3Y | +77.0% | +821.4% | -744.4% | +39.3% |
| 5Y | +82.6% | +194.3% | -111.7% | +52.6% |
| 10Y | +320.0% | +53.2% | +266.8% | +236.1% |
| All | +812.9% | +12.9% | +799.9% | +604.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling