+189.0%
CDE vs VIG
+63.0%
+126.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | 0.0% |
| 7D | -3.1% | -1.1% | -2.0% | -1.3% |
| 30D | +9.5% | -2.7% | +12.2% | +14.7% |
| 3M | +25.5% | +2.5% | +22.9% | +20.9% |
| 6M | -7.9% | +9.2% | -17.1% | -18.9% |
| YTD | +15.6% | +9.8% | +5.7% | +1.7% |
| 1Y | +34.0% | +12.4% | +21.7% | +14.6% |
| 3Y | +791.9% | +55.9% | +736.0% | +379.4% |
| All | +189.0% | +63.0% | +126.0% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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