+298.9%
CDW price history and return analytics
+221.8%
+77.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | +9.3% | +2.4% | +7.0% | +6.5% |
| 30D | +14.4% | -1.5% | +15.9% | +16.8% |
| 3M | +21.4% | -4.1% | +25.5% | +27.9% |
| 6M | +72.8% | +0.6% | +72.2% | +71.8% |
| YTD | +28.0% | +11.0% | +17.0% | +12.1% |
| 1Y | +19.3% | +13.3% | +6.0% | +2.1% |
| 3Y | -15.3% | +73.4% | -88.7% | -55.8% |
| 5Y | -3.8% | +57.4% | -61.2% | -43.5% |
| All | +298.9% | +221.8% | +77.1% | +13.3% |
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