-98.9%
CDTG vs VT
+54.3%
-153.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +7.8% |
| 7D | +5.5% | +0.4% | +5.2% | +5.4% |
| 30D | -18.9% | -2.6% | -16.3% | -17.0% |
| 3M | -26.7% | -3.2% | -23.4% | -24.8% |
| 6M | -86.0% | +0.9% | -87.0% | -85.9% |
| YTD | -88.7% | +11.3% | -100.0% | -89.0% |
| 1Y | -93.9% | +14.0% | -107.9% | -94.1% |
| All | -98.9% | +54.3% | -153.2% | -99.1% |
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 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