-100.0%
CDT vs VOO
+79.2%
-179.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -34.1% | -0.4% | -33.7% | -34.0% |
| 30D | -80.7% | -1.4% | -79.3% | -80.6% |
| 3M | -91.9% | +3.7% | -95.6% | -92.0% |
| 6M | -99.6% | +13.0% | -112.7% | -99.7% |
| YTD | -99.8% | +12.4% | -112.3% | -99.8% |
| 1Y | -100.0% | +18.6% | -118.5% | -100.0% |
| 3Y | -100.0% | +78.1% | -178.1% | -100.0% |
| All | -100.0% | +79.2% | -179.2% | -100.0% |
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