-61.5%
CDLR price history and return analytics
+56.6%
-118.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.2% | -9.3% | -9.4% |
| 7D | -76.6% | -2.3% | -74.3% | -72.3% |
| 30D | -69.1% | -5.0% | -64.1% | -62.4% |
| 3M | -70.8% | -4.9% | -65.9% | -64.5% |
| 6M | -76.8% | -1.5% | -75.2% | -72.6% |
| YTD | -63.8% | +8.5% | -72.3% | -61.0% |
| 1Y | -60.6% | +11.4% | -71.9% | -58.4% |
| All | -61.5% | +56.6% | -118.1% | -69.5% |
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 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