+172.9%
CDC vs VOO
+317.9%
-145.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +0.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +7.2% | -3.3% | +10.6% | +9.0% |
| 3M | +2.8% | -2.4% | +5.2% | +3.9% |
| 6M | +10.0% | +2.6% | +7.4% | +8.2% |
| YTD | +21.5% | +11.3% | +10.2% | +14.3% |
| 1Y | +23.4% | +13.4% | +10.0% | +15.0% |
| 3Y | +56.2% | +80.3% | -24.1% | +12.9% |
| 5Y | +37.6% | +72.7% | -35.1% | +0.7% |
| 10Y | +172.9% | +310.0% | -137.2% | +16.4% |
| All | +172.9% | +317.9% | -145.0% | +16.4% |
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