-7.4%
CDE vs VUG
+16.2%
-23.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.7% |
| 7D | -2.0% | +0.1% | -2.1% | -2.2% |
| 30D | +15.7% | -1.7% | +17.4% | +19.9% |
| 3M | +30.5% | +2.8% | +27.7% | +23.5% |
| 6M | -7.4% | +13.6% | -21.0% | -26.1% |
| All | -7.4% | +16.2% | -23.6% | -26.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling