-98.9%
CDTG vs VOO
+54.9%
-153.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.3% |
| 7D | -9.9% | -0.6% | -9.3% | -9.4% |
| 30D | -18.0% | -3.6% | -14.4% | -15.7% |
| 3M | -20.6% | -2.7% | -17.9% | -18.9% |
| 6M | -85.9% | +2.2% | -88.1% | -85.8% |
| YTD | -88.5% | +10.9% | -99.4% | -88.8% |
| 1Y | -93.5% | +11.3% | -104.9% | -93.7% |
| All | -98.9% | +54.9% | -153.8% | -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 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