+14.9%
CADL vs VT
+61.5%
-46.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -4.1% | -7.1% | -5.8% |
| 7D | -7.1% | -4.2% | -2.9% | -1.3% |
| 30D | -18.5% | -5.8% | -12.7% | -11.5% |
| 3M | -23.1% | -5.2% | -17.9% | -16.9% |
| 6M | +4.8% | +0.1% | +4.7% | +6.0% |
| YTD | +42.3% | +8.2% | +34.1% | +31.4% |
| 1Y | +58.0% | +10.1% | +47.8% | +43.2% |
| 3Y | +1,091.1% | +69.7% | +1,021.4% | +579.7% |
| 5Y | -25.7% | +53.4% | -79.1% | -43.0% |
| All | +14.9% | +61.5% | -46.6% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling