+44.3%
CDE vs VCIT
+0.3%
+44.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.2% |
| 7D | +2.3% | +0.1% | +2.2% | +1.8% |
| 30D | +18.8% | -0.8% | +19.6% | +24.4% |
| 3M | +23.5% | -0.5% | +24.0% | +28.2% |
| 6M | -8.6% | -1.4% | -7.3% | -0.9% |
| YTD | +16.0% | -0.8% | +16.8% | +25.0% |
| All | +44.3% | +0.3% | +44.0% | +48.6% |
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