+14.1%
VNQ vs CDW
+13.2%
+0.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +12.7% | -9.5% | +2.7% |
| 7D | +6.8% | +3.7% | +3.1% | +6.5% |
| 30D | +10.0% | +26.0% | -16.0% | +9.2% |
| 3M | 0.0% | +10.1% | -10.1% | -0.5% |
| 6M | +4.5% | +26.1% | -21.6% | +3.9% |
| YTD | +13.9% | +25.9% | -11.9% | +12.9% |
| 1Y | +14.1% | +21.5% | -7.5% | +13.3% |
| All | +14.1% | +13.2% | +0.9% | +13.3% |
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 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