-52.3%
CDE vs VEU
+188.0%
-240.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.1% | -0.3% |
| 7D | -3.1% | -1.4% | -1.7% | -1.2% |
| 30D | +9.5% | -0.4% | +9.9% | +10.4% |
| 3M | +25.5% | +2.5% | +22.9% | +22.7% |
| 6M | -7.9% | +11.1% | -19.0% | -17.6% |
| YTD | +15.6% | +16.5% | -1.0% | -1.7% |
| 1Y | +34.0% | +22.9% | +11.1% | +7.1% |
| 3Y | +791.9% | +73.4% | +718.5% | +375.7% |
| 5Y | +197.7% | +56.1% | +141.6% | +89.5% |
| 10Y | +55.0% | +153.0% | -98.0% | -44.7% |
| All | -52.3% | +188.0% | -240.3% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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