+118.4%
CDE vs VT
+53.4%
+65.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.3% |
| 7D | +18.1% | -2.3% | +20.4% | +23.1% |
| 30D | -6.2% | -5.0% | -1.3% | +3.6% |
| 3M | -1.2% | -4.9% | +3.7% | +9.7% |
| 6M | -17.4% | -1.5% | -15.9% | -12.2% |
| YTD | -13.1% | +8.5% | -21.6% | -20.5% |
| 1Y | +7.3% | +11.4% | -4.1% | -5.8% |
| 3Y | +522.0% | +70.1% | +451.9% | +185.0% |
| All | +118.4% | +53.4% | +65.0% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling