-8.4%
CDE vs VCIT
-1.6%
-6.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -1.1% |
| 7D | -2.3% | -1.4% | -0.9% | +5.7% |
| 30D | -12.1% | +0.8% | -12.9% | -15.9% |
| 3M | -23.9% | -1.7% | -22.2% | -14.7% |
| 6M | -29.0% | -2.1% | -26.9% | -17.7% |
| YTD | -19.7% | -2.0% | -17.7% | -4.9% |
| 1Y | -8.4% | -1.5% | -6.9% | +6.9% |
| All | -8.4% | -1.6% | -6.9% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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