-9.3%
CDW vs VO
+32.6%
-41.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.7% |
| 7D | +2.1% | -2.6% | +4.6% | +5.2% |
| 30D | +14.7% | -0.9% | +15.7% | +16.3% |
| 3M | +11.1% | -3.0% | +14.1% | +15.3% |
| 6M | +45.6% | +2.2% | +43.4% | +43.1% |
| YTD | +17.1% | +10.6% | +6.5% | +5.6% |
| 1Y | +13.2% | +12.5% | +0.7% | +0.2% |
| 3Y | -22.2% | +61.4% | -83.6% | -51.9% |
| All | -9.3% | +32.6% | -41.9% | -29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling