-99.4%
CDIO vs VT
+57.2%
-156.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +6.7% |
| 7D | -4.3% | -4.2% | -0.1% | +0.5% |
| 30D | -16.3% | -5.8% | -10.5% | -10.0% |
| 3M | -4.3% | -5.2% | +1.0% | +2.0% |
| 6M | -8.5% | +0.1% | -8.6% | -8.4% |
| YTD | -38.2% | +8.2% | -46.4% | -42.1% |
| 1Y | -57.2% | +10.1% | -67.3% | -60.2% |
| 3Y | -85.1% | +69.7% | -154.7% | -89.0% |
| All | -99.4% | +57.2% | -156.6% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling