-13.8%
CDW vs VSXY
+37.7%
-51.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -1.1% |
| 7D | -4.2% | -10.7% | +6.5% | -3.2% |
| 30D | +4.9% | -24.3% | +29.1% | +8.0% |
| 3M | +7.3% | +1.0% | +6.3% | +6.5% |
| 6M | +19.2% | +57.4% | -38.2% | +9.6% |
| YTD | +6.2% | +39.8% | -33.6% | -1.3% |
| 1Y | -14.0% | +196.5% | -210.5% | -29.1% |
| 3Y | -30.0% | +357.2% | -387.2% | -49.6% |
| 5Y | -23.6% | +18.9% | -42.5% | -35.0% |
| All | -13.8% | +37.7% | -51.5% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling