+77.9%
CDP vs VOO
+777.9%
-700.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | -1.4% | -2.7% | +1.3% | +0.8% |
| 30D | -1.6% | -5.4% | +3.8% | +2.9% |
| 3M | -10.8% | -4.1% | -6.8% | -7.9% |
| 6M | +5.5% | +0.7% | +4.7% | +4.1% |
| YTD | +21.7% | +8.7% | +12.9% | +12.2% |
| 1Y | +18.3% | +11.0% | +7.4% | +7.1% |
| 3Y | +58.4% | +75.5% | -17.0% | -6.3% |
| 5Y | +43.5% | +68.4% | -24.9% | -13.0% |
| 10Y | +95.5% | +315.7% | -220.2% | -51.6% |
| All | +77.9% | +777.9% | -700.0% | -82.1% |
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