+88.5%
CDP vs VOO
+817.1%
-728.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -3.9% | +0.1% | -4.0% | -4.0% |
| 30D | -5.9% | +0.1% | -6.0% | -6.0% |
| 3M | +10.5% | +2.0% | +8.5% | +8.3% |
| 6M | +9.9% | +13.0% | -3.2% | -1.6% |
| YTD | +28.9% | +13.6% | +15.3% | +14.8% |
| 1Y | +20.4% | +20.1% | +0.3% | +2.0% |
| 3Y | +53.2% | +77.6% | -24.4% | -9.9% |
| 5Y | +54.2% | +82.4% | -28.2% | -12.9% |
| 10Y | +85.1% | +316.8% | -231.7% | -53.8% |
| All | +88.5% | +817.1% | -728.6% | -81.6% |
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