+105.8%
V vs CDW
-2.4%
+108.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.7% | -1.1% |
| 7D | -0.4% | +9.1% | -9.4% | -2.6% |
| 30D | +6.3% | +13.7% | -7.4% | +2.6% |
| 3M | +17.2% | +27.0% | -9.9% | +9.3% |
| 6M | +29.2% | +75.9% | -46.6% | +8.3% |
| YTD | +20.8% | +28.9% | -8.1% | +9.5% |
| 1Y | +25.0% | +19.6% | +5.4% | +16.2% |
| 3Y | +75.3% | -14.6% | +89.9% | +75.9% |
| 5Y | +105.8% | -3.2% | +109.0% | +83.5% |
| All | +105.8% | -2.4% | +108.3% | +83.5% |
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