+93.2%
CDRE vs VT
+53.4%
+39.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +7.4% | -2.3% | +9.7% | +9.3% |
| 30D | +31.0% | -5.0% | +35.9% | +36.5% |
| 3M | -6.6% | -4.9% | -1.7% | -2.7% |
| 6M | +6.4% | -1.5% | +7.9% | +7.2% |
| YTD | -19.2% | +8.5% | -27.7% | -25.1% |
| 1Y | -24.0% | +11.4% | -35.4% | -31.2% |
| 3Y | +18.0% | +70.1% | -52.1% | -25.2% |
| All | +93.2% | +53.4% | +39.8% | +26.4% |
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