+293.7%
CDW vs VEU
+155.0%
+138.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.0% | +6.8% | +6.9% |
| 7D | +0.9% | -1.4% | +2.3% | +2.4% |
| 30D | +13.1% | -0.4% | +13.5% | +13.7% |
| 3M | +19.7% | +2.5% | +17.1% | +16.1% |
| 6M | +30.7% | +11.1% | +19.6% | +15.2% |
| YTD | +14.7% | +16.5% | -1.8% | -4.3% |
| 1Y | -5.3% | +22.9% | -28.2% | -25.2% |
| 3Y | -23.8% | +73.4% | -97.3% | -58.3% |
| 5Y | -16.8% | +56.1% | -72.9% | -49.0% |
| All | +293.7% | +155.0% | +138.7% | +58.6% |
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