+189.0%
CDE vs VTEB
+1.2%
+187.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.3% |
| 7D | -3.1% | -0.9% | -2.2% | -0.7% |
| 30D | +9.5% | -2.5% | +12.0% | +17.0% |
| 3M | +25.5% | -3.0% | +28.5% | +36.1% |
| 6M | -7.9% | -2.1% | -5.8% | -1.7% |
| YTD | +15.6% | -1.5% | +17.0% | +21.8% |
| 1Y | +34.0% | +0.2% | +33.9% | +36.5% |
| 3Y | +791.9% | +8.6% | +783.4% | +628.4% |
| All | +189.0% | +1.2% | +187.7% | +142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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