+226.7%
CDE vs VG
-38.0%
+264.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.9% | -2.8% |
| 7D | +2.3% | -2.5% | +4.8% | +2.4% |
| 30D | +18.8% | +11.1% | +7.7% | +18.1% |
| 3M | +23.5% | +14.9% | +8.6% | +21.8% |
| 6M | -8.6% | +18.4% | -27.0% | -12.6% |
| YTD | +16.0% | +116.6% | -100.6% | -1.3% |
| 1Y | +42.1% | +9.4% | +32.7% | +33.1% |
| All | +226.7% | -38.0% | +264.8% | +195.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling