+69.7%
VT vs CDW
-21.1%
+90.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.1% | +2.1% | -3.1% |
| 7D | -4.2% | -4.1% | 0.0% | -3.6% |
| 30D | -5.8% | +16.7% | -22.5% | -8.2% |
| 3M | -5.2% | +13.6% | -18.8% | -7.5% |
| 6M | +0.1% | +17.0% | -16.9% | -3.7% |
| YTD | +8.2% | +18.1% | -9.9% | +3.4% |
| 1Y | +10.1% | +10.5% | -0.3% | +7.2% |
| All | +69.7% | -21.1% | +90.7% | +69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling