+84.7%
CDP vs VOO
+314.0%
-229.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.3% |
| 7D | -0.2% | +0.5% | -0.7% | -0.6% |
| 30D | -4.6% | -0.9% | -3.6% | -3.9% |
| 3M | +8.8% | +3.9% | +4.9% | +5.3% |
| 6M | +12.7% | +14.5% | -1.8% | +0.9% |
| YTD | +30.0% | +13.0% | +17.0% | +17.4% |
| 1Y | +21.1% | +19.4% | +1.6% | +4.4% |
| 3Y | +59.0% | +78.9% | -19.9% | -3.3% |
| 5Y | +53.7% | +82.3% | -28.6% | -9.2% |
| 10Y | +84.7% | +314.2% | -229.5% | -46.3% |
| All | +84.7% | +314.0% | -229.3% | -46.3% |
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