+8.7%
CADL price history and return analytics
+65.7%
-57.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.6% |
| 7D | -7.8% | -0.1% | -7.7% | -7.7% |
| 30D | +15.9% | -0.7% | +16.6% | +17.2% |
| 3M | +40.4% | +4.0% | +36.4% | +34.2% |
| 6M | +137.2% | +12.3% | +124.9% | +107.3% |
| YTD | +115.4% | +14.0% | +101.4% | +85.2% |
| 1Y | +144.9% | +20.3% | +124.6% | +98.9% |
| 3Y | +931.4% | +75.4% | +855.9% | +465.9% |
| 5Y | +8.7% | +66.0% | -57.3% | -27.2% |
| All | +8.7% | +65.7% | -57.0% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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