-22.8%
CDW vs VEU
+56.3%
-79.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -4.9% |
| 7D | -3.9% | +1.7% | -5.5% | -5.1% |
| 30D | +6.9% | +1.0% | +5.9% | +6.2% |
| 3M | +7.7% | +5.6% | +2.1% | +2.5% |
| 6M | +18.3% | +13.7% | +4.7% | +4.3% |
| YTD | +7.8% | +17.7% | -10.0% | -8.7% |
| 1Y | -12.2% | +25.8% | -37.9% | -30.1% |
| 3Y | -28.9% | +77.1% | -106.1% | -59.4% |
| 5Y | -22.8% | +57.1% | -79.9% | -50.6% |
| All | -22.8% | +56.3% | -79.0% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling