-62.0%
CDLR price history and return analytics
+60.3%
-122.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -3.6% |
| 7D | -1.2% | +2.4% | -3.5% | -4.5% |
| 30D | -68.8% | -1.5% | -67.3% | -63.8% |
| 3M | -70.6% | -4.1% | -66.5% | -64.9% |
| 6M | -77.5% | +0.6% | -78.0% | -74.3% |
| YTD | -64.2% | +11.0% | -75.3% | -62.8% |
| 1Y | -64.3% | +13.3% | -77.6% | -63.4% |
| All | -62.0% | +60.3% | -122.3% | -70.8% |
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