+224.2%
CDC vs VOO
+358.8%
-134.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | -1.1% | -2.7% | +1.6% | +0.4% |
| 30D | +6.9% | -5.4% | +12.3% | +10.1% |
| 3M | +1.8% | -4.1% | +5.9% | +3.9% |
| 6M | +7.6% | +0.7% | +6.8% | +6.7% |
| YTD | +19.8% | +8.7% | +11.1% | +13.7% |
| 1Y | +22.9% | +11.0% | +11.9% | +15.2% |
| 3Y | +53.4% | +75.5% | -22.1% | +10.0% |
| 5Y | +35.3% | +68.4% | -33.0% | -1.6% |
| 10Y | +177.2% | +315.7% | -138.5% | +10.1% |
| All | +224.2% | +358.8% | -134.6% | +20.0% |
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