-95.3%
CDTG vs VOO
+17.3%
-112.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.3% |
| 7D | +44.4% | -2.0% | +46.4% | +48.2% |
| 30D | +2.4% | -1.7% | +4.0% | +4.6% |
| 3M | -53.7% | +4.7% | -58.5% | -56.5% |
| 6M | -85.4% | +12.6% | -97.9% | -85.6% |
| YTD | -85.1% | +11.8% | -96.9% | -85.3% |
| 1Y | -95.3% | +17.5% | -112.8% | -94.4% |
| All | -95.3% | +17.3% | -112.6% | -94.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling