-98.6%
CDTG vs VOO
+56.1%
-154.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.8% |
| 7D | +44.4% | -2.0% | +46.4% | +46.2% |
| 30D | +2.4% | -1.7% | +4.0% | +3.4% |
| 3M | -53.7% | +4.7% | -58.5% | -54.9% |
| 6M | -85.4% | +12.6% | -97.9% | -85.8% |
| YTD | -85.1% | +11.8% | -96.9% | -85.5% |
| 1Y | -95.3% | +17.5% | -112.8% | -95.5% |
| All | -98.6% | +56.1% | -154.7% | -98.8% |
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