+599.0%
CDE vs VLTO
+56.3%
+542.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.1% | -7.2% | -7.1% |
| 7D | +14.0% | +1.6% | +12.4% | +13.4% |
| 30D | -10.7% | +22.0% | -32.7% | -17.3% |
| 3M | -15.8% | +21.9% | -37.6% | -21.8% |
| 6M | -17.5% | +36.5% | -54.0% | -27.7% |
| YTD | -14.1% | +19.0% | -33.1% | -19.7% |
| 1Y | +2.9% | +21.0% | -18.0% | -4.8% |
| 3Y | +625.5% | +69.9% | +555.6% | +516.4% |
| All | +599.0% | +56.3% | +542.6% | +499.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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