-51.8%
CDIO price history and return analytics
+12.5%
-64.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +3.5% |
| 7D | +16.2% | -0.1% | +16.4% | +15.3% |
| 30D | -0.5% | -3.1% | +2.5% | +8.0% |
| 3M | +8.8% | -3.5% | +12.3% | +18.8% |
| 6M | +1.6% | +0.5% | +1.2% | -3.7% |
| YTD | -31.4% | +10.8% | -42.1% | -53.7% |
| 1Y | -51.8% | +11.9% | -63.7% | -68.5% |
| All | -51.8% | +12.5% | -64.3% | -68.5% |
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