-12.8%
CDE vs VTV
+12.2%
-25.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -0.5% |
| 7D | -6.1% | -2.1% | -4.0% | +1.6% |
| 30D | +9.5% | -1.3% | +10.8% | +14.9% |
| 3M | +32.0% | +5.6% | +26.4% | +7.1% |
| 6M | -12.8% | +12.4% | -25.2% | -42.1% |
| All | -12.8% | +12.2% | -25.0% | -42.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling