+863.2%
CDW vs VEU
+186.8%
+676.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.5% |
| 7D | +3.2% | +1.1% | +2.0% | +2.1% |
| 30D | +9.3% | +2.2% | +7.1% | +7.2% |
| 3M | +9.8% | +3.0% | +6.8% | +6.2% |
| 6M | +23.3% | +10.9% | +12.5% | +9.8% |
| YTD | +13.7% | +18.2% | -4.5% | -5.4% |
| 1Y | -6.5% | +28.3% | -34.8% | -28.0% |
| 3Y | -25.2% | +74.6% | -99.9% | -57.5% |
| 5Y | -19.5% | +56.4% | -75.9% | -49.0% |
| 10Y | +285.8% | +153.0% | +132.8% | +60.6% |
| All | +863.2% | +186.8% | +676.4% | +277.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling