-98.4%
CDTG vs VOO
+57.8%
-156.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.6% | +11.2% | +11.0% |
| 7D | +46.0% | +0.5% | +45.5% | +45.1% |
| 30D | +8.1% | -0.9% | +9.1% | +8.7% |
| 3M | -63.6% | +3.9% | -67.5% | -64.3% |
| 6M | -85.8% | +14.5% | -100.3% | -86.4% |
| YTD | -83.3% | +13.0% | -96.2% | -83.9% |
| 1Y | -89.4% | +19.4% | -108.8% | -90.0% |
| All | -98.4% | +57.8% | -156.2% | -98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling