+80.3%
CD price history and return analytics
+53.2%
+27.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -4.1% | -8.5% | -8.6% |
| 7D | -21.9% | -4.2% | -17.7% | -17.9% |
| 30D | -29.2% | -5.8% | -23.4% | -24.6% |
| 3M | +93.7% | -5.2% | +99.0% | +105.7% |
| 6M | +8.3% | +0.1% | +8.1% | +10.3% |
| YTD | +18.5% | +8.2% | +10.3% | +14.7% |
| 1Y | -46.3% | +10.1% | -56.4% | -48.4% |
| 3Y | +407.8% | +69.7% | +338.1% | +323.1% |
| 5Y | +80.3% | +53.4% | +26.9% | +90.5% |
| All | +80.3% | +53.2% | +27.1% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling