+186.1%
CDL vs VOO
+315.3%
-129.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -2.0% | -0.4% | -1.6% | -1.7% |
| 30D | -1.3% | -1.4% | 0.0% | -0.3% |
| 3M | +3.6% | +3.7% | -0.2% | +0.5% |
| 6M | +6.3% | +13.0% | -6.7% | -3.7% |
| YTD | +16.4% | +12.4% | +3.9% | +5.7% |
| 1Y | +18.5% | +18.6% | -0.1% | +3.0% |
| 3Y | +54.6% | +78.1% | -23.5% | -4.8% |
| 5Y | +60.0% | +82.3% | -22.2% | -4.8% |
| 10Y | +186.1% | +322.5% | -136.4% | -16.9% |
| All | +186.1% | +315.3% | -129.2% | -16.9% |
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