-93.7%
CD price history and return analytics
+224.4%
-318.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -2.1% |
| 7D | -23.7% | -0.7% | -23.0% | -22.9% |
| 30D | -28.4% | -1.7% | -26.7% | -26.5% |
| 3M | +67.4% | -2.3% | +69.7% | +73.0% |
| 6M | -14.6% | +1.5% | -16.1% | -14.6% |
| YTD | +3.4% | +12.0% | -8.6% | -4.3% |
| 1Y | -53.5% | +12.9% | -66.4% | -57.0% |
| 3Y | +371.6% | +74.9% | +296.6% | +215.2% |
| 5Y | +33.7% | +59.9% | -26.2% | -4.3% |
| 10Y | -93.7% | +224.6% | -318.4% | -97.4% |
| All | -93.7% | +224.4% | -318.1% | -97.4% |
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