+35.7%
CDC price history and return analytics
+53.4%
-17.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.2% |
| 7D | -1.2% | -2.3% | +1.1% | -0.1% |
| 30D | +6.8% | -5.0% | +11.7% | +9.4% |
| 3M | +1.6% | -4.9% | +6.5% | +4.1% |
| 6M | +7.4% | -1.5% | +8.9% | +7.8% |
| YTD | +19.6% | +8.5% | +11.1% | +13.6% |
| 1Y | +22.7% | +11.4% | +11.3% | +14.8% |
| 3Y | +53.1% | +70.1% | -17.0% | +12.3% |
| All | +35.7% | +53.4% | -17.7% | +4.4% |
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 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