+197.6%
CDE vs VCIT
+3.7%
+193.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.5% |
| 7D | +2.3% | +0.1% | +2.2% | +2.1% |
| 30D | +18.8% | -0.8% | +19.6% | +21.4% |
| 3M | +23.5% | -0.5% | +24.0% | +25.9% |
| 6M | -8.6% | -1.4% | -7.3% | -3.7% |
| YTD | +16.0% | -0.8% | +16.8% | +20.4% |
| 1Y | +42.1% | +0.3% | +41.7% | +43.8% |
| 3Y | +835.9% | +19.2% | +816.7% | +520.2% |
| 5Y | +197.6% | +3.6% | +194.0% | +134.7% |
| All | +197.6% | +3.7% | +193.9% | +134.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling