+221.5%
CDC price history and return analytics
+233.3%
-11.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.1% | +0.4% | -0.5% | -0.3% |
| 30D | +0.6% | +1.0% | -0.4% | 0.0% |
| 3M | +6.4% | +2.4% | +4.0% | +4.7% |
| 6M | +6.8% | +12.0% | -5.2% | -0.3% |
| YTD | +18.8% | +15.3% | +3.4% | +8.9% |
| 1Y | +20.0% | +22.6% | -2.6% | +6.1% |
| 3Y | +51.3% | +74.7% | -23.4% | +8.1% |
| 5Y | +36.7% | +66.1% | -29.5% | -0.3% |
| 10Y | +165.5% | +225.0% | -59.5% | +25.9% |
| All | +221.5% | +233.3% | -11.8% | +48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling