-44.6%
CDE vs VT
+357.6%
-402.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +2.6% |
| 7D | +23.5% | +0.4% | +23.1% | +22.8% |
| 30D | -4.0% | -2.6% | -1.4% | +0.1% |
| 3M | -5.4% | -3.2% | -2.2% | -0.1% |
| 6M | -11.3% | +0.9% | -12.2% | -10.1% |
| YTD | -7.6% | +11.3% | -18.9% | -16.5% |
| 1Y | +12.1% | +14.0% | -1.9% | -1.6% |
| 3Y | +652.0% | +75.8% | +576.1% | +282.5% |
| 5Y | +137.3% | +57.8% | +79.5% | +43.5% |
| 10Y | +50.3% | +219.8% | -169.5% | -64.3% |
| All | -44.6% | +357.6% | -402.2% | -94.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling