+172.9%
CDC price history and return analytics
+223.7%
-50.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | 0.0% |
| 7D | -0.5% | +0.4% | -0.9% | -0.7% |
| 30D | +7.2% | -2.6% | +9.8% | +8.6% |
| 3M | +2.8% | -3.2% | +6.0% | +4.4% |
| 6M | +10.0% | +0.9% | +9.0% | +8.9% |
| YTD | +21.5% | +11.3% | +10.2% | +13.8% |
| 1Y | +23.4% | +14.0% | +9.4% | +14.1% |
| 3Y | +56.2% | +75.8% | -19.6% | +13.0% |
| 5Y | +37.6% | +57.8% | -20.2% | +4.7% |
| 10Y | +172.9% | +219.8% | -46.9% | +37.2% |
| All | +172.9% | +223.7% | -50.8% | +37.2% |
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