-93.9%
CD price history and return analytics
+215.5%
-309.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | +0.2% | -12.8% | -12.8% |
| 7D | -23.4% | -2.3% | -21.0% | -21.0% |
| 30D | -49.3% | -5.0% | -44.3% | -46.3% |
| 3M | +68.9% | -4.9% | +73.7% | +78.8% |
| 6M | -13.2% | -1.5% | -11.6% | -10.5% |
| YTD | +3.6% | +8.5% | -4.9% | -1.0% |
| 1Y | -58.3% | +11.4% | -69.6% | -60.8% |
| 3Y | +336.4% | +70.1% | +266.4% | +200.2% |
| 5Y | +57.7% | +53.7% | +3.9% | +17.5% |
| All | -93.9% | +215.5% | -309.4% | -97.3% |
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 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