+111.5%
VGT vs CDW
-1.8%
+113.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.1% |
| 7D | -1.6% | +2.6% | -4.1% | -2.5% |
| 30D | -10.1% | +20.4% | -30.5% | -16.7% |
| 3M | -5.3% | +28.5% | -33.7% | -15.1% |
| 6M | +0.2% | +70.6% | -70.4% | -22.3% |
| YTD | +21.1% | +29.1% | -8.0% | +3.4% |
| 1Y | +18.2% | +23.8% | -5.6% | +3.3% |
| 3Y | +107.4% | -14.5% | +121.9% | +113.0% |
| 5Y | +111.5% | -1.6% | +113.1% | +86.8% |
| All | +111.5% | -1.8% | +113.3% | +86.8% |
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 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