+5.6%
CDE vs VUG
+4.9%
+0.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.5% | +7.2% | +5.7% |
| 7D | +1.1% | -3.0% | +4.1% | +7.5% |
| 30D | -14.5% | -6.4% | -8.1% | -2.2% |
| 3M | -10.1% | -3.2% | -6.8% | -3.7% |
| 6M | -16.9% | +3.1% | -20.0% | -19.2% |
| YTD | -18.1% | +6.3% | -24.4% | -25.3% |
| 1Y | +5.6% | +5.2% | +0.4% | -1.6% |
| All | +5.6% | +4.9% | +0.7% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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