+871.0%
CDE vs VLTO
+27.2%
+843.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.2% |
| 7D | +0.5% | -2.3% | +2.8% | +1.5% |
| 30D | +21.9% | -0.9% | +22.7% | +22.4% |
| 3M | +14.9% | +13.8% | +1.1% | +7.8% |
| 6M | -10.5% | +2.0% | -12.5% | -11.4% |
| YTD | +19.3% | -3.2% | +22.4% | +20.8% |
| 1Y | +50.8% | -9.2% | +60.0% | +57.0% |
| All | +871.0% | +27.2% | +843.8% | +802.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling