-98.5%
CDTG price history and return analytics
+58.1%
-156.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.6% |
| 7D | +45.4% | -0.1% | +45.5% | +45.4% |
| 30D | +11.1% | -0.7% | +11.8% | +11.3% |
| 3M | -59.8% | +4.0% | -63.8% | -60.9% |
| 6M | -86.0% | +12.3% | -98.3% | -86.6% |
| YTD | -84.0% | +14.0% | -98.0% | -84.8% |
| 1Y | -94.6% | +20.3% | -114.9% | -95.0% |
| All | -98.5% | +58.1% | -156.6% | -98.8% |
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