-96.0%
CD price history and return analytics
+224.5%
-320.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.8% | +11.8% |
| 7D | +24.8% | +0.4% | +24.4% | +24.5% |
| 30D | +33.9% | +1.0% | +32.9% | +32.6% |
| 3M | -37.5% | +2.4% | -39.9% | -38.6% |
| 6M | -48.9% | +12.0% | -60.9% | -53.5% |
| YTD | -18.1% | +15.3% | -33.4% | -27.0% |
| 1Y | -26.0% | +22.6% | -48.6% | -36.6% |
| 3Y | +160.9% | +74.7% | +86.2% | +71.3% |
| 5Y | +21.7% | +66.1% | -44.4% | -16.5% |
| All | -96.0% | +224.5% | -320.5% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling