+16.8%
CDRE vs VT
+69.4%
-52.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.1% | +8.7% | +8.6% |
| 7D | +4.1% | -4.2% | +8.3% | +8.2% |
| 30D | +27.0% | -5.8% | +32.8% | +34.1% |
| 3M | +4.3% | -5.2% | +9.6% | +9.5% |
| 6M | +8.8% | +0.1% | +8.7% | +7.4% |
| YTD | -20.0% | +8.2% | -28.2% | -26.8% |
| 1Y | -27.6% | +10.1% | -37.7% | -34.8% |
| All | +16.8% | +69.4% | -52.5% | -15.7% |
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 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