+28.3%
CADL vs VT
+66.2%
-37.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | -2.2% | +0.4% | -2.7% | -2.8% |
| 30D | +22.2% | +1.0% | +21.2% | +21.0% |
| 3M | +37.9% | +2.4% | +35.5% | +34.6% |
| 6M | +158.2% | +12.0% | +146.2% | +126.2% |
| YTD | +126.2% | +15.3% | +110.9% | +91.8% |
| 1Y | +161.1% | +22.6% | +138.5% | +107.4% |
| 3Y | +956.2% | +74.7% | +881.5% | +484.9% |
| All | +28.3% | +66.2% | -37.9% | -11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling