+59.2%
CDP vs VT
+73.6%
-14.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.7% | -1.6% | -1.0% | -1.9% |
| 30D | -1.6% | -2.5% | +0.9% | -0.5% |
| 3M | -11.2% | -1.3% | -9.9% | -10.7% |
| 6M | +8.5% | +3.1% | +5.4% | +6.4% |
| YTD | +22.3% | +10.9% | +11.3% | +14.9% |
| 1Y | +21.2% | +12.1% | +9.1% | +13.2% |
| All | +59.2% | +73.6% | -14.4% | -9.1% |
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