+6.1%
VNQ vs CDW
-4.0%
+10.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +0.8% | +9.3% | -8.6% | -1.3% |
| 30D | +6.8% | +14.4% | -7.6% | +3.3% |
| 3M | -1.3% | +21.4% | -22.7% | -6.3% |
| 6M | +2.4% | +72.8% | -70.4% | -12.6% |
| YTD | +12.1% | +28.0% | -15.9% | +2.5% |
| 1Y | +12.0% | +19.3% | -7.4% | +4.8% |
| 3Y | +44.8% | -15.3% | +60.1% | +47.5% |
| All | +6.1% | -4.0% | +10.1% | -2.3% |
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 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