+3.2%
CDE vs VYM
+17.8%
-14.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +9.7% |
| 7D | +4.2% | -3.0% | +7.2% | +13.3% |
| 30D | -14.8% | +0.9% | -15.7% | -18.6% |
| 3M | -16.1% | -2.7% | -13.4% | -9.6% |
| 6M | -14.5% | +3.4% | -17.9% | -23.3% |
| YTD | -17.9% | +13.3% | -31.2% | -40.5% |
| 1Y | +3.2% | +17.0% | -13.8% | -31.6% |
| All | +3.2% | +17.8% | -14.6% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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