-98.6%
CDTG vs VOO
+58.7%
-157.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +46.7% | -0.4% | +47.0% | +46.9% |
| 7D | +23.4% | +0.1% | +23.3% | +23.1% |
| 30D | -13.2% | +0.1% | -13.2% | -13.3% |
| 3M | -72.8% | +2.0% | -74.8% | -72.9% |
| 6M | -83.3% | +13.0% | -96.4% | -84.0% |
| YTD | -84.9% | +13.6% | -98.5% | -85.5% |
| 1Y | -91.3% | +20.1% | -111.4% | -91.8% |
| All | -98.6% | +58.7% | -157.2% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling