+172.2%
CDC price history and return analytics
+224.4%
-52.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.3% |
| 30D | +6.9% | -1.7% | +8.7% | +7.8% |
| 3M | +2.9% | -2.3% | +5.2% | +4.0% |
| 6M | +10.6% | +1.5% | +9.0% | +9.2% |
| YTD | +22.0% | +12.0% | +10.0% | +13.9% |
| 1Y | +22.4% | +12.9% | +9.6% | +13.8% |
| 3Y | +56.6% | +74.9% | -18.4% | +13.6% |
| 5Y | +37.7% | +59.9% | -22.2% | +4.0% |
| 10Y | +172.2% | +224.6% | -52.4% | +34.1% |
| All | +172.2% | +224.4% | -52.1% | +34.1% |
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