-47.7%
CDE vs VEA
+163.7%
-211.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -1.5% |
| 7D | -6.1% | -2.1% | -4.0% | -3.3% |
| 30D | +9.5% | -1.1% | +10.5% | +11.3% |
| 3M | +32.0% | +5.1% | +26.9% | +25.1% |
| 6M | -12.8% | +9.8% | -22.6% | -20.5% |
| YTD | +14.2% | +15.9% | -1.7% | -1.8% |
| 1Y | +36.3% | +24.6% | +11.7% | +7.5% |
| 3Y | +821.4% | +75.5% | +745.9% | +389.1% |
| 5Y | +194.3% | +59.4% | +134.9% | +82.9% |
| 10Y | +53.2% | +160.3% | -107.1% | -46.2% |
| All | -47.7% | +163.7% | -211.3% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling