+192.1%
CDL vs VOO
+309.6%
-117.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +2.1% | +2.6% | -0.5% | +0.1% |
| 30D | +6.4% | -2.0% | +8.4% | +7.8% |
| 3M | +1.9% | -2.8% | +4.6% | +3.8% |
| 6M | +11.2% | +2.2% | +9.1% | +8.8% |
| YTD | +22.1% | +11.5% | +10.6% | +11.3% |
| 1Y | +23.0% | +13.5% | +9.5% | +10.5% |
| 3Y | +70.4% | +78.1% | -7.7% | +4.6% |
| 5Y | +63.2% | +73.1% | -9.9% | +1.4% |
| All | +192.1% | +309.6% | -117.5% | -15.2% |
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