-98.6%
CDTG vs VT
+59.9%
-158.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +46.7% | 0.0% | +46.7% | +46.7% |
| 7D | +23.4% | +0.4% | +22.9% | +22.9% |
| 30D | -13.2% | +1.0% | -14.1% | -14.2% |
| 3M | -72.8% | +2.4% | -75.2% | -73.1% |
| 6M | -83.3% | +12.0% | -95.3% | -84.1% |
| YTD | -84.9% | +15.3% | -100.2% | -85.8% |
| 1Y | -91.3% | +22.6% | -113.9% | -92.1% |
| All | -98.6% | +59.9% | -158.5% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling