-84.5%
CDLX vs VT
+10.5%
-95.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.2% | -11.2% | -11.2% |
| 7D | +9.6% | -2.3% | +11.9% | +12.3% |
| 30D | -14.5% | -5.0% | -9.5% | -9.1% |
| 3M | -44.6% | -4.9% | -39.7% | -41.2% |
| 6M | -75.5% | -1.5% | -73.9% | -75.5% |
| YTD | -83.0% | +8.5% | -91.5% | -87.2% |
| 1Y | -84.5% | +11.4% | -95.9% | -89.5% |
| All | -84.5% | +10.5% | -95.0% | -89.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling