-98.9%
CDTG vs VT
+53.6%
-152.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | -9.9% | -0.1% | -9.8% | -9.7% |
| 30D | -18.0% | -3.1% | -15.0% | -15.8% |
| 3M | -20.6% | -3.5% | -17.1% | -18.5% |
| 6M | -85.9% | +0.5% | -86.3% | -85.7% |
| YTD | -88.5% | +10.8% | -99.3% | -88.9% |
| 1Y | -93.5% | +11.9% | -105.4% | -93.7% |
| All | -98.9% | +53.6% | -152.5% | -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 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