+99.1%
V vs CDW
-10.5%
+109.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | +2.2% | +2.1% | +0.1% | +1.5% |
| 30D | +13.6% | +14.7% | -1.2% | +9.4% |
| 3M | +14.3% | +11.1% | +3.2% | +10.4% |
| 6M | +33.1% | +45.6% | -12.5% | +17.5% |
| YTD | +21.2% | +17.1% | +4.1% | +12.6% |
| 1Y | +26.4% | +13.2% | +13.3% | +18.7% |
| 3Y | +77.6% | -22.2% | +99.8% | +82.3% |
| All | +99.1% | -10.5% | +109.5% | +76.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling