-5.7%
CDW vs VEU
+49.1%
-54.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.8% | +2.0% | +2.6% |
| 7D | +9.3% | +0.8% | +8.6% | +9.0% |
| 30D | +15.8% | -1.6% | +17.4% | +17.6% |
| 3M | +21.8% | -4.2% | +26.0% | +26.3% |
| 6M | +58.8% | -1.5% | +60.3% | +60.1% |
| YTD | +22.8% | +11.7% | +11.1% | +8.6% |
| 1Y | +17.9% | +15.6% | +2.3% | +0.9% |
| 3Y | -17.4% | +71.7% | -89.2% | -51.8% |
| 5Y | -5.7% | +49.5% | -55.2% | -35.3% |
| All | -5.7% | +49.1% | -54.8% | -35.3% |
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 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