-25.1%
CDW vs VO
+58.9%
-84.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.8% |
| 7D | +3.2% | -0.3% | +3.4% | +3.5% |
| 30D | +9.3% | -0.3% | +9.6% | +9.7% |
| 3M | +9.8% | +2.9% | +6.8% | +6.4% |
| 6M | +23.3% | +9.3% | +14.0% | +11.3% |
| YTD | +13.7% | +14.2% | -0.5% | -2.4% |
| 1Y | -6.5% | +15.3% | -21.7% | -20.5% |
| All | -25.1% | +58.9% | -84.1% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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