-25.1%
CDW vs VEU
+77.7%
-102.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.3% |
| 7D | +3.2% | +1.1% | +2.0% | +2.5% |
| 30D | +9.3% | +2.2% | +7.1% | +7.9% |
| 3M | +9.8% | +3.0% | +6.8% | +7.6% |
| 6M | +23.3% | +10.9% | +12.5% | +13.6% |
| YTD | +13.7% | +18.2% | -4.5% | -2.1% |
| 1Y | -6.5% | +28.3% | -34.8% | -25.2% |
| All | -25.1% | +77.7% | -102.8% | -55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling