-54.1%
CDE vs VNQ
+386.3%
-440.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.6% |
| 7D | -3.1% | -1.3% | -1.8% | -2.2% |
| 30D | +9.5% | -2.6% | +12.0% | +11.7% |
| 3M | +25.5% | -2.0% | +27.5% | +27.1% |
| 6M | -7.9% | +4.3% | -12.2% | -10.8% |
| YTD | +15.6% | +9.2% | +6.3% | +8.2% |
| 1Y | +34.0% | +5.6% | +28.4% | +28.7% |
| 3Y | +791.9% | +30.8% | +761.1% | +646.8% |
| 5Y | +197.7% | +8.0% | +189.8% | +190.3% |
| 10Y | +55.0% | +63.7% | -8.7% | +12.4% |
| All | -54.1% | +386.3% | -440.4% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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