+26.0%
V vs CDW
+20.4%
+5.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | +0.1% |
| 7D | +0.8% | +13.1% | -12.3% | -0.4% |
| 30D | +9.9% | +19.1% | -9.2% | +8.1% |
| 3M | +17.5% | +24.7% | -7.2% | +15.0% |
| 6M | +33.5% | +63.4% | -29.9% | +27.3% |
| YTD | +21.6% | +26.3% | -4.8% | +18.3% |
| All | +26.0% | +20.4% | +5.6% | +22.8% |
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