-18.9%
CDW vs VO
+42.6%
-61.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.5% |
| 6M | +23.3% | +9.3% | +14.0% | +12.0% |
| YTD | +13.7% | +14.2% | -0.5% | -1.4% |
| 1Y | -6.5% | +15.3% | -21.7% | -19.6% |
| 3Y | -25.2% | +56.2% | -81.5% | -52.6% |
| All | -18.9% | +42.6% | -61.5% | -43.5% |
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