-8.4%
CDE vs VST
-25.0%
+16.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.2% |
| 7D | -2.3% | +19.2% | -21.4% | -8.9% |
| 30D | -12.1% | -17.2% | +5.1% | -5.2% |
| 3M | -23.9% | -8.1% | -15.8% | -22.6% |
| 6M | -29.0% | -8.1% | -20.9% | -28.3% |
| YTD | -19.7% | -16.3% | -3.5% | -18.2% |
| 1Y | -8.4% | -24.1% | +15.7% | -0.3% |
| All | -8.4% | -25.0% | +16.6% | -0.3% |
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