-10.0%
CDE vs VXUS
+179.6%
-189.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.6% |
| 7D | +0.5% | +1.0% | -0.5% | -0.9% |
| 30D | +21.9% | +2.2% | +19.7% | +18.5% |
| 3M | +14.9% | +3.0% | +12.0% | +12.2% |
| 6M | -10.5% | +10.7% | -21.2% | -20.0% |
| YTD | +19.3% | +17.8% | +1.4% | -1.0% |
| 1Y | +50.8% | +27.6% | +23.2% | +13.2% |
| 3Y | +782.3% | +73.3% | +709.0% | +360.9% |
| 5Y | +191.7% | +54.3% | +137.4% | +82.9% |
| 10Y | +57.6% | +149.8% | -92.2% | -42.9% |
| All | -10.0% | +179.6% | -189.6% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 all: compounded portfolio wealth divided by compounded VXUS 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…
all analysis · Full analysis span regression · 6 months rolling