+130.6%
CDRE price history and return analytics
+58.5%
+72.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.4% |
| 7D | +2.5% | +2.9% | -0.4% | 0.0% |
| 30D | +26.9% | -2.5% | +29.4% | +29.4% |
| 3M | -1.6% | -3.3% | +1.7% | +1.2% |
| 6M | +17.3% | +1.5% | +15.8% | +14.9% |
| YTD | -18.0% | +11.4% | -29.4% | -25.8% |
| 1Y | -22.5% | +11.9% | -34.4% | -30.2% |
| 3Y | +11.0% | +73.9% | -62.9% | -31.1% |
| 5Y | +77.4% | +57.9% | +19.5% | +20.0% |
| All | +130.6% | +58.5% | +72.1% | +55.5% |
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