+42.1%
CDE vs VT
+21.4%
+20.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -1.2% |
| 7D | +2.3% | +1.0% | +1.3% | -0.8% |
| 30D | +18.8% | -0.2% | +19.0% | +20.0% |
| 3M | +23.5% | +4.5% | +18.9% | +9.7% |
| 6M | -8.6% | +14.1% | -22.7% | -35.0% |
| YTD | +16.0% | +14.8% | +1.2% | -16.2% |
| 1Y | +42.1% | +21.2% | +20.9% | -10.7% |
| All | +42.1% | +21.4% | +20.7% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling