-98.9%
CDTG vs VOO
+55.8%
-154.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +16.0% | +2.6% | +13.4% | +14.0% |
| 30D | +1.5% | -2.0% | +3.4% | +3.1% |
| 3M | -34.7% | -2.8% | -31.9% | -33.3% |
| 6M | -88.3% | +2.2% | -90.5% | -88.3% |
| YTD | -88.0% | +11.5% | -99.5% | -88.3% |
| 1Y | -91.5% | +13.5% | -105.0% | -91.8% |
| All | -98.9% | +55.8% | -154.7% | -99.0% |
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