+106.1%
CDRE price history and return analytics
+63.3%
+42.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +4.3% | +1.0% | +3.2% | +3.3% |
| 30D | -9.6% | -0.2% | -9.4% | -9.4% |
| 3M | -1.4% | +4.5% | -5.9% | -5.6% |
| 6M | -31.4% | +14.1% | -45.4% | -39.1% |
| YTD | -26.7% | +14.8% | -41.5% | -35.2% |
| 1Y | -5.9% | +21.2% | -27.1% | -20.7% |
| 3Y | +18.9% | +76.6% | -57.7% | -27.1% |
| All | +106.1% | +63.3% | +42.8% | +35.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling