+322.0%
CDW vs VEU
+149.7%
+172.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.3% |
| 7D | +2.6% | -0.5% | +3.1% | +3.2% |
| 30D | +20.4% | -1.0% | +21.4% | +21.9% |
| 3M | +28.5% | -3.6% | +32.1% | +33.5% |
| 6M | +70.6% | -1.2% | +71.8% | +71.6% |
| YTD | +29.1% | +12.0% | +17.1% | +12.0% |
| 1Y | +23.8% | +13.9% | +9.9% | +5.5% |
| 3Y | -14.5% | +71.3% | -85.7% | -52.8% |
| 5Y | -1.6% | +50.3% | -51.9% | -37.5% |
| 10Y | +322.0% | +150.3% | +171.7% | +83.0% |
| All | +322.0% | +149.7% | +172.3% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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