+575.5%
CDE vs VTEB
+25.5%
+550.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.5% |
| 7D | -3.1% | -0.9% | -2.2% | -1.5% |
| 30D | +9.5% | -2.5% | +12.0% | +14.7% |
| 3M | +25.5% | -3.0% | +28.5% | +32.8% |
| 6M | -7.9% | -2.1% | -5.8% | -3.6% |
| YTD | +15.6% | -1.5% | +17.0% | +19.7% |
| 1Y | +34.0% | +0.2% | +33.9% | +35.2% |
| 3Y | +791.9% | +8.6% | +783.4% | +682.4% |
| 5Y | +197.7% | +1.2% | +196.5% | +193.4% |
| 10Y | +55.0% | +18.1% | +37.0% | +24.9% |
| All | +575.5% | +25.5% | +550.0% | +518.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling