+70.0%
CDL price history and return analytics
+75.6%
-5.6%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | -0.6% | -0.7% | +0.1% | -0.3% |
| 30D | +6.9% | -1.7% | +8.7% | +7.7% |
| 3M | +2.9% | -2.3% | +5.2% | +3.9% |
| 6M | +10.6% | +1.5% | +9.0% | +9.3% |
| YTD | +21.8% | +12.0% | +9.8% | +13.9% |
| 1Y | +22.4% | +12.9% | +9.5% | +13.9% |
| All | +70.0% | +75.6% | -5.6% | +15.1% |
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