+50.8%
CDE vs VGT
+40.8%
+10.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.4% |
| 7D | +0.5% | +1.0% | -0.5% | -0.9% |
| 30D | +21.9% | +1.3% | +20.6% | +19.6% |
| 3M | +14.9% | -1.1% | +16.1% | +17.9% |
| 6M | -10.5% | +32.6% | -43.1% | -41.7% |
| YTD | +19.3% | +29.0% | -9.7% | -18.9% |
| 1Y | +50.8% | +39.7% | +11.1% | -14.7% |
| All | +50.8% | +40.8% | +10.1% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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