+50.8%
CDE vs VG
+14.1%
+36.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +0.5% | +1.7% | -1.2% | +0.6% |
| 30D | +21.9% | +16.0% | +5.8% | +22.8% |
| 3M | +14.9% | +9.7% | +5.2% | +15.8% |
| 6M | -10.5% | +29.6% | -40.1% | -14.8% |
| YTD | +19.3% | +112.0% | -92.8% | +1.1% |
| 1Y | +50.8% | +12.8% | +38.0% | +40.0% |
| All | +50.8% | +14.1% | +36.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling