+2,826.7%
VRT vs CDE
+206.4%
+2,620.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.7% | +6.4% | +4.2% |
| 7D | +13.6% | +2.3% | +11.3% | +13.1% |
| 30D | +6.8% | +18.8% | -12.0% | +3.2% |
| 3M | -3.2% | +23.5% | -26.7% | -7.5% |
| 6M | +20.3% | -8.6% | +29.0% | +20.6% |
| YTD | +79.6% | +16.0% | +63.6% | +72.0% |
| 1Y | +139.0% | +42.1% | +96.9% | +119.7% |
| 3Y | +644.6% | +835.9% | -191.3% | +393.3% |
| 5Y | +1,024.4% | +197.6% | +826.8% | +723.8% |
| All | +2,826.7% | +206.4% | +2,620.3% | +1,757.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 all: compounded portfolio wealth divided by compounded CDE 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…
all analysis · Full analysis span regression · 6 months rolling