+46.7%
CDE vs VST
-20.1%
+66.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.9% |
| 7D | -2.0% | +5.3% | -7.3% | -4.6% |
| 30D | +15.7% | +5.8% | +9.9% | +12.5% |
| 3M | +30.5% | +3.5% | +27.0% | +27.2% |
| 6M | -7.4% | -7.4% | 0.0% | -5.5% |
| YTD | +17.9% | -6.1% | +24.0% | +17.1% |
| 1Y | +46.7% | -21.6% | +68.3% | +62.5% |
| All | +46.7% | -20.1% | +66.8% | +62.5% |
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