-54.6%
CDIO price history and return analytics
+15.2%
-69.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | -2.2% |
| 7D | -3.2% | -0.3% | -2.9% | -2.3% |
| 30D | -20.1% | -1.4% | -18.7% | -16.4% |
| 3M | -5.5% | -1.4% | -4.1% | -1.8% |
| 6M | -16.5% | +5.5% | -22.0% | -33.6% |
| YTD | -39.3% | +12.8% | -52.1% | -60.5% |
| 1Y | -54.6% | +15.4% | -70.0% | -72.9% |
| All | -54.6% | +15.2% | -69.8% | -72.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling