+298.9%
CDW vs VEU
+149.9%
+149.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +9.3% | +2.1% | +7.2% | +7.2% |
| 30D | +14.4% | -0.9% | +15.3% | +15.7% |
| 3M | +21.4% | -5.4% | +26.8% | +28.4% |
| 6M | +72.8% | -1.8% | +74.6% | +74.8% |
| YTD | +28.0% | +10.9% | +17.1% | +12.0% |
| 1Y | +19.3% | +13.6% | +5.8% | +1.9% |
| 3Y | -15.3% | +69.3% | -84.6% | -52.7% |
| 5Y | -3.8% | +48.1% | -51.9% | -38.0% |
| All | +298.9% | +149.9% | +149.0% | +66.3% |
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