+23.8%
CDW vs VEU
+14.2%
+9.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +2.0% |
| 7D | +2.6% | -0.5% | +3.1% | +2.6% |
| 30D | +20.4% | -1.0% | +21.4% | +20.3% |
| 3M | +28.5% | -3.6% | +32.1% | +28.7% |
| 6M | +70.6% | -1.2% | +71.8% | +70.9% |
| YTD | +29.1% | +12.0% | +17.1% | +18.4% |
| 1Y | +23.8% | +13.9% | +9.9% | +11.4% |
| All | +23.8% | +14.2% | +9.6% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling