+73.7%
VTI vs CDW
-23.8%
+97.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.1% |
| 7D | -0.4% | -4.2% | +3.9% | +0.9% |
| 30D | -1.6% | +4.9% | -6.4% | -3.3% |
| 3M | +3.6% | +7.3% | -3.7% | +0.2% |
| 6M | +13.0% | +19.2% | -6.2% | +2.9% |
| YTD | +12.7% | +6.2% | +6.5% | +6.8% |
| 1Y | +18.4% | -14.0% | +32.4% | +22.1% |
| 3Y | +76.4% | -30.0% | +106.4% | +91.0% |
| 5Y | +73.7% | -23.6% | +97.3% | +72.1% |
| All | +73.7% | -23.8% | +97.5% | +72.1% |
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 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