+172.6%
CDC price history and return analytics
+215.5%
-42.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -1.1% | -2.3% | +1.2% | +0.1% |
| 30D | +6.9% | -5.0% | +11.9% | +9.7% |
| 3M | +1.8% | -4.9% | +6.7% | +4.4% |
| 6M | +7.6% | -1.5% | +9.1% | +8.0% |
| YTD | +19.8% | +8.5% | +11.3% | +13.8% |
| 1Y | +22.9% | +11.4% | +11.5% | +15.0% |
| 3Y | +53.4% | +70.1% | -16.7% | +12.9% |
| 5Y | +35.3% | +53.7% | -18.4% | +4.4% |
| All | +172.6% | +215.5% | -42.9% | +38.4% |
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