+331.5%
CDW price history and return analytics
+217.6%
+113.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.4% |
| 7D | +13.1% | -0.1% | +13.2% | +13.6% |
| 30D | +19.1% | -3.1% | +22.2% | +23.8% |
| 3M | +24.7% | -3.5% | +28.2% | +30.5% |
| 6M | +63.4% | +0.5% | +62.9% | +62.6% |
| YTD | +26.3% | +10.8% | +15.5% | +10.9% |
| 1Y | +20.6% | +11.9% | +8.7% | +4.7% |
| 3Y | -16.3% | +73.0% | -89.3% | -56.2% |
| 5Y | -3.9% | +58.6% | -62.5% | -44.0% |
| 10Y | +331.5% | +219.2% | +112.3% | +31.9% |
| All | +331.5% | +217.6% | +113.9% | +31.9% |
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