+484.1%
VOO vs CDW
+1,014.9%
-530.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.2% | -1.3% |
| 7D | -0.6% | +13.1% | -13.7% | -4.9% |
| 30D | -3.6% | +19.1% | -22.8% | -9.7% |
| 3M | -2.7% | +24.7% | -27.5% | -11.0% |
| 6M | +2.2% | +63.4% | -61.1% | -16.6% |
| YTD | +10.9% | +26.3% | -15.4% | -2.6% |
| 1Y | +11.3% | +20.6% | -9.3% | -0.5% |
| 3Y | +76.9% | -16.3% | +93.2% | +77.5% |
| 5Y | +73.5% | -3.9% | +77.4% | +61.5% |
| 10Y | +307.7% | +331.5% | -23.8% | +123.3% |
| All | +484.1% | +1,014.9% | -530.8% | +179.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling