-91.8%
CDIO price history and return analytics
+69.4%
-161.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +10.8% |
| 7D | -4.3% | -4.2% | -0.1% | +4.4% |
| 30D | -16.3% | -5.8% | -10.5% | -4.7% |
| 3M | -4.3% | -5.2% | +1.0% | +7.0% |
| 6M | -8.5% | +0.1% | -8.6% | -10.2% |
| YTD | -38.2% | +8.2% | -46.4% | -47.4% |
| 1Y | -57.2% | +10.1% | -67.3% | -64.3% |
| All | -91.8% | +69.4% | -161.1% | -97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling