+131.0%
VTR vs CDW
-16.1%
+147.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -1.9% | +0.9% |
| 7D | +3.8% | +13.1% | -9.3% | +3.5% |
| 30D | +10.1% | +19.1% | -9.0% | +9.8% |
| 3M | -1.2% | +24.7% | -25.9% | -1.5% |
| 6M | +4.8% | +63.4% | -58.6% | +3.2% |
| YTD | +18.9% | +26.3% | -7.4% | +18.3% |
| 1Y | +21.8% | +20.6% | +1.3% | +21.6% |
| All | +131.0% | -16.1% | +147.1% | +127.7% |
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