+791.9%
CDE vs VEA
+75.8%
+716.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | -1.2% |
| 7D | -3.1% | -1.5% | -1.7% | +0.1% |
| 30D | +9.5% | -0.8% | +10.3% | +11.8% |
| 3M | +25.5% | +2.5% | +23.0% | +20.6% |
| 6M | -7.9% | +11.1% | -19.0% | -24.3% |
| YTD | +15.6% | +17.2% | -1.6% | -13.5% |
| 1Y | +34.0% | +24.5% | +9.5% | -10.8% |
| 3Y | +791.9% | +75.4% | +716.5% | +200.7% |
| All | +791.9% | +75.8% | +716.1% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 3y: compounded portfolio wealth divided by compounded VEA 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…
3y analysis · Full analysis span regression · 6 months rolling