+138.3%
CDRE price history and return analytics
+58.4%
+79.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +2.5% |
| 7D | +8.5% | +0.4% | +8.1% | +7.7% |
| 30D | +39.7% | -2.6% | +42.3% | +42.5% |
| 3M | +4.5% | -3.2% | +7.7% | +7.3% |
| 6M | +15.3% | +0.9% | +14.3% | +13.6% |
| YTD | -15.3% | +11.3% | -26.6% | -23.3% |
| 1Y | -19.4% | +14.0% | -33.4% | -28.5% |
| 3Y | +15.2% | +75.8% | -60.6% | -29.2% |
| 5Y | +107.8% | +57.8% | +50.0% | +40.7% |
| All | +138.3% | +58.4% | +79.8% | +60.7% |
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