+227.9%
CDL vs VOO
+350.7%
-122.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | 0.0% | +0.1% | -0.2% | -0.1% |
| 30D | +0.6% | +0.1% | +0.5% | +0.5% |
| 3M | +6.3% | +2.0% | +4.3% | +4.5% |
| 6M | +6.8% | +13.0% | -6.3% | -3.1% |
| YTD | +18.6% | +13.6% | +5.1% | +7.1% |
| 1Y | +20.0% | +20.1% | -0.1% | +3.7% |
| 3Y | +56.4% | +77.6% | -21.1% | -2.1% |
| 5Y | +61.5% | +82.4% | -21.0% | -2.4% |
| 10Y | +185.6% | +316.8% | -131.2% | -8.0% |
| All | +227.9% | +350.7% | -122.8% | +1.8% |
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