+340.6%
CDW vs VTEB
+26.6%
+313.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | -3.9% | -0.2% | -3.6% | -3.7% |
| 30D | +6.9% | -1.6% | +8.5% | +8.0% |
| 3M | +7.7% | -2.0% | +9.7% | +9.1% |
| 6M | +18.3% | -1.7% | +20.0% | +19.7% |
| YTD | +7.8% | -0.6% | +8.4% | +8.2% |
| 1Y | -12.2% | +1.8% | -14.0% | -13.1% |
| 3Y | -28.9% | +9.6% | -38.5% | -33.5% |
| 5Y | -22.8% | +2.1% | -24.8% | -24.5% |
| 10Y | +266.1% | +18.9% | +247.1% | +299.9% |
| All | +340.6% | +26.6% | +313.9% | +445.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling