+46.3%
CDLR vs VT
+60.1%
-13.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -6.9% |
| 7D | +1.3% | -1.6% | +3.0% | +2.9% |
| 30D | +15.4% | -2.5% | +17.9% | +18.3% |
| 3M | +13.8% | -1.3% | +15.1% | +15.2% |
| 6M | -9.3% | +3.1% | -12.4% | -11.8% |
| YTD | +37.7% | +10.9% | +26.8% | +25.4% |
| 1Y | +42.8% | +12.1% | +30.7% | +29.0% |
| All | +46.3% | +60.1% | -13.8% | -1.7% |
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