-9.0%
CDRO price history and return analytics
+88.6%
-97.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | +2.3% | -1.1% | +3.4% | +3.1% |
| 30D | +3.3% | -1.0% | +4.3% | +4.0% |
| 3M | -2.9% | +3.2% | -6.1% | -5.2% |
| 6M | +16.5% | +12.5% | +4.0% | +6.1% |
| YTD | +16.1% | +14.1% | +2.0% | +4.4% |
| 1Y | +15.5% | +18.9% | -3.4% | +0.5% |
| 3Y | +211.7% | +74.1% | +137.6% | +104.9% |
| 5Y | -6.2% | +66.9% | -73.1% | -37.6% |
| All | -9.0% | +88.6% | -97.6% | -41.5% |
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