+187.1%
CDL vs VOO
+315.3%
-128.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.5% |
| 7D | -1.6% | -0.4% | -1.3% | -1.4% |
| 30D | -1.0% | -1.4% | +0.4% | 0.0% |
| 3M | +3.9% | +3.7% | +0.2% | +0.8% |
| 6M | +6.7% | +13.0% | -6.3% | -3.4% |
| YTD | +16.8% | +12.4% | +4.3% | +6.0% |
| 1Y | +18.9% | +18.6% | +0.3% | +3.3% |
| 3Y | +55.1% | +78.1% | -23.0% | -4.5% |
| 5Y | +60.6% | +82.3% | -21.7% | -4.5% |
| 10Y | +187.1% | +322.5% | -135.4% | -16.6% |
| All | +187.1% | +315.3% | -128.2% | -16.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling