-99.4%
CDIO vs VT
+63.9%
-163.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +0.7% |
| 7D | -3.2% | -0.3% | -2.9% | -2.8% |
| 30D | -20.1% | -1.4% | -18.7% | -18.5% |
| 3M | -5.5% | -1.4% | -4.1% | -3.7% |
| 6M | -16.5% | +5.5% | -22.0% | -21.3% |
| YTD | -39.3% | +12.8% | -52.1% | -45.7% |
| 1Y | -54.6% | +15.4% | -70.0% | -59.9% |
| 3Y | -85.3% | +76.9% | -162.2% | -89.7% |
| All | -99.4% | +63.9% | -163.3% | -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