-99.5%
CDIO vs VT
+61.1%
-160.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -5.9% | -1.6% | -4.3% | -4.0% |
| 30D | -18.4% | -2.5% | -15.9% | -15.6% |
| 3M | -2.4% | -1.3% | -1.1% | -0.6% |
| 6M | -14.9% | +3.1% | -18.0% | -17.6% |
| YTD | -41.0% | +10.9% | -51.9% | -46.1% |
| 1Y | -59.8% | +12.1% | -71.9% | -63.3% |
| 3Y | -85.7% | +73.9% | -159.6% | -89.8% |
| All | -99.5% | +61.1% | -160.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling