+194.3%
CDE vs VUG
+74.2%
+120.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.6% |
| 7D | -6.1% | -1.9% | -4.2% | -4.2% |
| 30D | +9.5% | -1.6% | +11.0% | +11.4% |
| 3M | +32.0% | +4.4% | +27.6% | +27.2% |
| 6M | -12.8% | +13.2% | -26.0% | -21.3% |
| YTD | +14.2% | +7.5% | +6.7% | +8.7% |
| 1Y | +36.3% | +12.5% | +23.8% | +24.9% |
| 3Y | +821.4% | +86.0% | +735.4% | +452.6% |
| 5Y | +194.3% | +76.5% | +117.8% | +74.1% |
| All | +194.3% | +74.2% | +120.0% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling