+5.6%
CDE vs VTV
+28.2%
-22.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.5% | +7.2% | +3.8% |
| 7D | +1.1% | +1.8% | -0.7% | -4.4% |
| 30D | -14.5% | +6.0% | -20.5% | -29.6% |
| 3M | -10.1% | +3.7% | -13.7% | -19.7% |
| 6M | -16.9% | +13.9% | -30.8% | -44.4% |
| YTD | -18.1% | +22.8% | -40.9% | -52.6% |
| 1Y | +5.6% | +27.9% | -22.3% | -44.0% |
| All | +5.6% | +28.2% | -22.6% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling