+27.3%
V vs CDW
+20.3%
+7.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | -0.1% |
| 7D | +0.6% | +13.1% | -12.5% | -0.6% |
| 30D | +9.7% | +19.1% | -9.4% | +7.9% |
| 3M | +17.3% | +24.7% | -7.4% | +14.8% |
| 6M | +33.2% | +63.4% | -30.1% | +27.1% |
| YTD | +21.3% | +26.3% | -5.0% | +18.1% |
| 1Y | +27.3% | +20.6% | +6.8% | +24.3% |
| All | +27.3% | +20.3% | +7.0% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling