+133.0%
CDRE price history and return analytics
+58.0%
+74.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +2.5% | +2.4% | +0.2% | +0.4% |
| 30D | +30.1% | -1.5% | +31.6% | +31.4% |
| 3M | -1.1% | -4.1% | +3.0% | +2.5% |
| 6M | +7.5% | +0.6% | +7.0% | +6.2% |
| YTD | -17.2% | +11.0% | -28.2% | -24.8% |
| 1Y | -21.7% | +13.3% | -35.0% | -30.2% |
| 3Y | +7.0% | +73.4% | -66.4% | -33.4% |
| 5Y | +79.3% | +57.4% | +21.8% | +21.6% |
| All | +133.0% | +58.0% | +74.9% | +57.5% |
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