+791.9%
CDE vs VYM
+65.1%
+726.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | -0.2% |
| 7D | -3.1% | -0.8% | -2.3% | -1.5% |
| 30D | +9.5% | -2.2% | +11.7% | +14.7% |
| 3M | +25.5% | +3.1% | +22.4% | +18.5% |
| 6M | -7.9% | +9.7% | -17.6% | -22.2% |
| YTD | +15.6% | +14.9% | +0.7% | -9.4% |
| 1Y | +34.0% | +17.6% | +16.5% | +1.3% |
| 3Y | +791.9% | +65.3% | +726.6% | +216.1% |
| All | +791.9% | +65.1% | +726.8% | +216.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling