-7.4%
CDE vs VG
+63.8%
-71.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.3% |
| 7D | -9.6% | +14.0% | -23.6% | -8.1% |
| 30D | -6.7% | -1.0% | -5.7% | -6.4% |
| 3M | -24.2% | -2.7% | -21.5% | -23.9% |
| 6M | -29.1% | +1.5% | -30.6% | -28.1% |
| YTD | -21.5% | +93.7% | -115.2% | -36.6% |
| 1Y | -7.4% | +68.5% | -75.9% | -20.5% |
| All | -7.4% | +63.8% | -71.1% | -20.5% |
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