-92.2%
CDIO vs VT
+73.6%
-165.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.3% |
| 7D | -5.9% | -1.6% | -4.3% | -2.3% |
| 30D | -18.4% | -2.5% | -15.9% | -13.2% |
| 3M | -2.4% | -1.3% | -1.1% | +0.5% |
| 6M | -14.9% | +3.1% | -18.0% | -21.4% |
| YTD | -41.0% | +10.9% | -51.9% | -52.0% |
| 1Y | -59.8% | +12.1% | -71.9% | -67.4% |
| All | -92.2% | +73.6% | -165.7% | -97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling