+77.6%
V vs CDW
-21.8%
+99.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | +2.2% | +2.1% | +0.1% | +1.8% |
| 30D | +13.6% | +14.7% | -1.2% | +11.2% |
| 3M | +14.3% | +11.1% | +3.2% | +12.1% |
| 6M | +33.1% | +45.6% | -12.5% | +24.1% |
| YTD | +21.2% | +17.1% | +4.1% | +16.6% |
| 1Y | +26.4% | +13.2% | +13.3% | +22.4% |
| 3Y | +77.6% | -22.2% | +99.8% | +75.3% |
| All | +77.6% | -21.8% | +99.3% | +75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling