+50.0%
VG vs CDW
+10.0%
+40.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -22.0% | +2.1% | -24.1% | -22.2% |
| 30D | -11.6% | +14.7% | -26.4% | -13.6% |
| 3M | -14.9% | +11.1% | -26.0% | -16.4% |
| 6M | -3.5% | +45.6% | -49.1% | -11.3% |
| YTD | +70.0% | +17.1% | +52.9% | +70.3% |
| 1Y | +50.0% | +13.2% | +36.8% | +48.0% |
| All | +50.0% | +10.0% | +40.0% | +48.0% |
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