+221.5%
CDC vs VOO
+379.3%
-157.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +0.6% | +0.1% | +0.5% | +0.5% |
| 3M | +6.4% | +2.0% | +4.4% | +5.0% |
| 6M | +6.8% | +13.0% | -6.2% | -0.5% |
| YTD | +18.8% | +13.6% | +5.2% | +10.3% |
| 1Y | +20.0% | +20.1% | -0.1% | +7.9% |
| 3Y | +51.3% | +77.6% | -26.3% | +8.0% |
| 5Y | +36.7% | +82.4% | -45.8% | -4.9% |
| 10Y | +165.5% | +316.8% | -151.4% | +6.4% |
| All | +221.5% | +379.3% | -157.8% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling