+12.2%
VTI vs CDW
+22.8%
-10.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | +3.4% | +9.1% | -5.7% | +2.7% |
| 30D | -2.3% | +13.7% | -16.0% | -3.2% |
| 3M | -2.2% | +27.0% | -29.2% | -3.7% |
| 6M | +3.3% | +75.9% | -72.6% | 0.0% |
| YTD | +12.1% | +28.9% | -16.8% | +10.7% |
| 1Y | +12.2% | +19.6% | -7.4% | +14.1% |
| All | +12.2% | +22.8% | -10.6% | +14.1% |
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