+80.6%
VTV vs CDW
-23.8%
+104.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | 0.0% |
| 7D | -0.7% | -4.2% | +3.6% | +0.3% |
| 30D | -0.5% | +4.9% | -5.3% | -1.8% |
| 3M | +5.3% | +7.3% | -2.0% | +2.8% |
| 6M | +12.9% | +19.2% | -6.3% | +5.3% |
| YTD | +18.5% | +6.2% | +12.3% | +14.0% |
| 1Y | +25.3% | -14.0% | +39.3% | +28.3% |
| 3Y | +68.2% | -30.0% | +98.2% | +78.6% |
| 5Y | +80.6% | -23.6% | +104.2% | +79.5% |
| All | +80.6% | -23.8% | +104.4% | +79.5% |
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