+78.5%
VTV vs CDW
-15.0%
+93.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +2.9% | +9.3% | -6.4% | +1.6% |
| 30D | +3.8% | +14.4% | -10.6% | +1.7% |
| 3M | +1.6% | +21.4% | -19.9% | -1.6% |
| 6M | +11.2% | +72.8% | -61.6% | +0.6% |
| YTD | +22.0% | +28.0% | -6.0% | +15.6% |
| 1Y | +24.9% | +19.3% | +5.5% | +20.4% |
| 3Y | +78.5% | -15.3% | +93.8% | +77.6% |
| All | +78.5% | -15.0% | +93.5% | +77.6% |
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