+71.9%
CADL vs VT
+13.3%
+58.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | 0.0% | +8.6% | +8.6% |
| 7D | +6.9% | -1.6% | +8.5% | +10.1% |
| 30D | -13.4% | -2.5% | -10.9% | -9.2% |
| 3M | -12.4% | -1.3% | -11.1% | -9.6% |
| 6M | +36.3% | +3.1% | +33.2% | +30.2% |
| YTD | +56.1% | +10.9% | +45.2% | +29.0% |
| All | +71.9% | +13.3% | +58.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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