+124.9%
CDRE vs VT
+54.0%
+70.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.1% | +8.7% | +8.3% |
| 7D | +4.1% | -4.2% | +8.3% | +7.8% |
| 30D | +27.0% | -5.8% | +32.8% | +33.5% |
| 3M | +4.3% | -5.2% | +9.6% | +9.0% |
| 6M | +8.8% | +0.1% | +8.7% | +7.9% |
| YTD | -20.0% | +8.2% | -28.2% | -25.8% |
| 1Y | -27.6% | +10.1% | -37.7% | -33.8% |
| 3Y | +16.7% | +69.7% | -53.0% | -26.0% |
| 5Y | +124.8% | +53.4% | +71.4% | +56.3% |
| All | +124.9% | +54.0% | +70.9% | +55.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling