+61.9%
CDL price history and return analytics
+58.5%
+3.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.2% |
| 7D | +0.3% | +2.9% | -2.6% | -1.3% |
| 30D | +6.0% | -2.5% | +8.5% | +7.5% |
| 3M | +2.1% | -3.3% | +5.5% | +4.0% |
| 6M | +9.5% | +1.5% | +8.0% | +7.9% |
| YTD | +21.1% | +11.4% | +9.8% | +12.3% |
| 1Y | +21.5% | +11.9% | +9.6% | +12.1% |
| 3Y | +68.4% | +73.9% | -5.5% | +14.0% |
| 5Y | +61.9% | +57.9% | +4.0% | +13.2% |
| All | +61.9% | +58.5% | +3.4% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling