+67.2%
VTI vs CDW
-1.8%
+68.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.6% |
| 7D | -0.7% | +2.6% | -3.3% | -1.4% |
| 30D | -1.9% | +20.4% | -22.3% | -7.4% |
| 3M | -1.4% | +28.5% | -29.9% | -9.2% |
| 6M | +3.5% | +70.6% | -67.1% | -14.6% |
| YTD | +12.6% | +29.1% | -16.5% | +0.3% |
| 1Y | +12.7% | +23.8% | -11.0% | +2.1% |
| 3Y | +78.8% | -14.5% | +93.3% | +81.6% |
| 5Y | +67.2% | -1.6% | +68.7% | +49.5% |
| All | +67.2% | -1.8% | +68.9% | +49.5% |
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