+18.5%
CDL vs VOO
+18.9%
-0.4%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | -1.3% | -1.4% | 0.0% | -1.1% |
| 3M | +3.6% | +3.7% | -0.2% | +2.9% |
| 6M | +6.3% | +13.0% | -6.7% | +3.0% |
| YTD | +16.4% | +12.4% | +3.9% | +12.7% |
| 1Y | +18.5% | +18.6% | -0.1% | +13.5% |
| All | +18.5% | +18.9% | -0.4% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling