+55.9%
CDP price history and return analytics
+69.4%
-13.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -0.4% |
| 7D | -5.5% | -4.2% | -1.4% | -3.6% |
| 30D | -3.9% | -5.8% | +1.9% | -1.2% |
| 3M | -12.6% | -5.2% | -7.4% | -10.4% |
| 6M | +6.4% | +0.1% | +6.2% | +5.8% |
| YTD | +19.7% | +8.2% | +11.5% | +13.9% |
| 1Y | +16.9% | +10.1% | +6.8% | +9.9% |
| All | +55.9% | +69.4% | -13.4% | -9.9% |
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