-56.4%
CD price history and return analytics
+10.1%
-66.5%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | +0.2% | -12.8% | -13.2% |
| 7D | -23.4% | -2.3% | -21.0% | -17.4% |
| 30D | -49.3% | -5.0% | -44.3% | -41.6% |
| 3M | +68.9% | -4.9% | +73.7% | +94.1% |
| 6M | -13.2% | -1.5% | -11.6% | -8.1% |
| YTD | +3.6% | +8.5% | -4.9% | -18.9% |
| All | -56.4% | +10.1% | -66.5% | -66.9% |
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