+5.6%
CDE vs VST
-35.7%
+41.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -13.8% | +22.6% | +14.1% |
| 7D | +1.1% | -15.7% | +16.8% | +7.2% |
| 30D | -14.5% | -17.0% | +2.5% | -9.3% |
| 3M | -10.1% | -15.9% | +5.8% | -5.4% |
| 6M | -16.9% | -25.0% | +8.1% | -8.7% |
| YTD | -18.1% | -25.1% | +7.0% | -12.4% |
| 1Y | +5.6% | -34.9% | +40.5% | +21.5% |
| All | +5.6% | -35.7% | +41.3% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling