+55.0%
CDNL price history and return analytics
+16.3%
+38.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -4.2% | +0.4% | -4.7% | -5.0% |
| 30D | -42.4% | +1.0% | -43.4% | -43.6% |
| 3M | -42.4% | +2.4% | -44.8% | -44.8% |
| 6M | +15.6% | +12.0% | +3.6% | -3.1% |
| YTD | +50.7% | +15.3% | +35.3% | +35.1% |
| All | +55.0% | +16.3% | +38.7% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling