+127.9%
CDP price history and return analytics
+374.2%
-246.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | +0.4% | -4.4% | -4.4% |
| 30D | -5.9% | +1.0% | -6.9% | -6.9% |
| 3M | +10.5% | +2.4% | +8.2% | +7.2% |
| 6M | +9.9% | +12.0% | -2.1% | -3.5% |
| YTD | +28.9% | +15.3% | +13.6% | +9.5% |
| 1Y | +20.4% | +22.6% | -2.2% | -4.4% |
| 3Y | +53.2% | +74.7% | -21.5% | -18.3% |
| 5Y | +54.2% | +66.1% | -11.9% | -14.8% |
| 10Y | +85.1% | +225.0% | -139.9% | -53.4% |
| All | +127.9% | +374.2% | -246.3% | -63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling