+791.9%
CDE vs VTRS
+84.5%
+707.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.8% |
| 7D | -3.1% | -2.2% | -0.9% | -2.1% |
| 30D | +9.5% | +3.3% | +6.2% | +8.0% |
| 3M | +25.5% | +2.0% | +23.5% | +24.4% |
| 6M | -7.9% | +19.9% | -27.8% | -15.3% |
| YTD | +15.6% | +35.7% | -20.2% | +0.4% |
| 1Y | +34.0% | +68.1% | -34.0% | +4.6% |
| 3Y | +791.9% | +87.1% | +704.8% | +480.2% |
| All | +791.9% | +84.5% | +707.4% | +480.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling