+193.2%
CDL price history and return analytics
+223.7%
-30.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.6% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | +7.3% | -2.6% | +9.9% | +9.3% |
| 3M | +2.8% | -3.2% | +6.0% | +5.2% |
| 6M | +10.0% | +0.9% | +9.1% | +8.4% |
| YTD | +21.3% | +11.3% | +10.0% | +9.9% |
| 1Y | +23.4% | +14.0% | +9.4% | +9.5% |
| 3Y | +70.0% | +75.8% | -5.9% | +2.8% |
| 5Y | +63.0% | +57.8% | +5.2% | +7.6% |
| 10Y | +193.2% | +219.8% | -26.6% | +3.2% |
| All | +193.2% | +223.7% | -30.5% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling