+314.1%
VOO vs CDW
+271.4%
+42.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -2.0% | -7.4% | +5.4% | +0.7% |
| 30D | -1.7% | +5.8% | -7.5% | -4.0% |
| 3M | +4.7% | +10.8% | -6.1% | -0.5% |
| 6M | +12.6% | +21.5% | -8.9% | +0.4% |
| YTD | +11.8% | +6.4% | +5.4% | +4.7% |
| 1Y | +17.5% | -14.8% | +32.3% | +20.3% |
| 3Y | +77.0% | -29.9% | +106.9% | +91.1% |
| 5Y | +82.6% | -22.9% | +105.4% | +84.5% |
| All | +314.1% | +271.4% | +42.6% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 10y: compounded portfolio wealth divided by compounded CDW 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…
10y analysis · Full analysis span regression · 6 months rolling