+42.5%
CDLR price history and return analytics
+66.5%
-24.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | +9.7% | +1.0% | +8.7% | +8.6% |
| 3M | +0.8% | +2.4% | -1.5% | -1.4% |
| 6M | +1.2% | +12.0% | -10.8% | -9.4% |
| YTD | +34.1% | +15.3% | +18.8% | +17.4% |
| 1Y | +22.1% | +22.6% | -0.4% | +1.7% |
| All | +42.5% | +66.5% | -24.0% | -7.9% |
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