+33.4%
VWO vs CDW
-23.8%
+57.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -1.7% | -7.4% | +5.6% | -0.4% |
| 30D | -0.3% | +5.8% | -6.1% | -1.5% |
| 3M | +4.0% | +10.8% | -6.8% | +1.4% |
| 6M | +8.1% | +21.5% | -13.4% | +1.9% |
| YTD | +11.6% | +6.4% | +5.3% | +8.3% |
| 1Y | +16.2% | -14.8% | +31.0% | +18.9% |
| 3Y | +63.3% | -29.9% | +93.1% | +71.3% |
| 5Y | +33.4% | -22.9% | +56.2% | +32.3% |
| All | +33.4% | -23.8% | +57.1% | +32.3% |
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