-26.2%
CD price history and return analytics
+15.2%
-41.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +1.7% | +16.1% | +13.4% |
| 7D | -26.3% | -0.3% | -26.0% | -25.1% |
| 30D | -10.3% | -1.4% | -8.8% | -7.0% |
| 3M | +117.4% | -1.4% | +118.8% | +126.0% |
| 6M | +25.5% | +5.5% | +20.0% | +9.2% |
| YTD | +35.6% | +12.8% | +22.8% | -2.9% |
| 1Y | -26.2% | +15.4% | -41.6% | -51.3% |
| All | -26.2% | +15.2% | -41.4% | -51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling