+50.6%
CADL vs VOO
+86.5%
-35.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.8% | -7.8% | -7.9% |
| 7D | -17.5% | -0.8% | -16.7% | -16.7% |
| 30D | -1.3% | -1.1% | -0.2% | +0.2% |
| 3M | +29.2% | +3.9% | +25.3% | +23.9% |
| 6M | +106.8% | +13.6% | +93.1% | +79.7% |
| YTD | +86.6% | +12.7% | +73.9% | +64.1% |
| 1Y | +114.5% | +17.6% | +97.0% | +81.1% |
| 3Y | +778.7% | +77.3% | +701.4% | +392.5% |
| 5Y | -3.3% | +84.1% | -87.4% | -45.6% |
| All | +50.6% | +86.5% | -35.8% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling