+39.6%
CDE vs VT
+221.4%
-181.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.0% |
| 7D | +2.3% | +1.0% | +1.3% | +0.8% |
| 30D | +18.8% | -0.2% | +19.0% | +19.5% |
| 3M | +23.5% | +4.5% | +18.9% | +16.9% |
| 6M | -8.6% | +14.1% | -22.7% | -22.6% |
| YTD | +16.0% | +14.8% | +1.2% | -1.3% |
| 1Y | +42.1% | +21.2% | +20.9% | +12.6% |
| 3Y | +835.9% | +76.6% | +759.3% | +358.3% |
| 5Y | +197.6% | +66.6% | +131.0% | +60.3% |
| 10Y | +39.6% | +222.3% | -182.7% | -70.9% |
| All | +39.6% | +221.4% | -181.9% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling