-62.6%
CDE vs VGT
+2,251.7%
-2,314.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.1% |
| 7D | -6.1% | -1.0% | -5.0% | -5.1% |
| 30D | +9.5% | -0.4% | +9.9% | +10.0% |
| 3M | +32.0% | +6.6% | +25.4% | +24.3% |
| 6M | -12.8% | +31.0% | -43.8% | -32.2% |
| YTD | +14.2% | +27.2% | -13.0% | -8.0% |
| 1Y | +36.3% | +34.5% | +1.8% | +4.5% |
| 3Y | +821.4% | +123.1% | +698.3% | +330.5% |
| 5Y | +194.3% | +135.1% | +59.2% | +24.8% |
| 10Y | +53.2% | +803.4% | -750.2% | -85.6% |
| All | -62.6% | +2,251.7% | -2,314.3% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling