+118.4%
CDE vs VCIT
+3.2%
+115.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.9% | +6.1% |
| 7D | +18.1% | +0.1% | +18.0% | +17.8% |
| 30D | -6.2% | +1.9% | -8.2% | -11.2% |
| 3M | -1.2% | -1.4% | +0.3% | +3.1% |
| 6M | -17.4% | -2.1% | -15.3% | -11.6% |
| YTD | -13.1% | -1.6% | -11.5% | -7.6% |
| 1Y | +7.3% | -0.9% | +8.2% | +12.1% |
| 3Y | +522.0% | +20.0% | +502.0% | +305.0% |
| All | +118.4% | +3.2% | +115.2% | +70.4% |
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