-21.5%
CDW vs VLTO
+68.7%
-90.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -6.0% |
| 7D | -4.1% | +12.0% | -16.1% | -8.5% |
| 30D | +16.7% | +20.8% | -4.1% | +7.9% |
| 3M | +13.6% | +20.1% | -6.5% | +5.1% |
| 6M | +17.0% | +32.6% | -15.6% | +3.9% |
| YTD | +18.1% | +17.3% | +0.8% | +9.7% |
| 1Y | +10.5% | +17.3% | -6.8% | +2.4% |
| All | -21.5% | +68.7% | -90.2% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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