+266.1%
CDW price history and return analytics
+221.4%
+44.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.6% |
| 7D | -3.9% | +1.0% | -4.9% | -4.9% |
| 30D | +6.9% | -0.2% | +7.1% | +7.4% |
| 3M | +7.7% | +4.5% | +3.1% | +2.1% |
| 6M | +18.3% | +14.1% | +4.3% | +0.4% |
| YTD | +7.8% | +14.8% | -7.0% | -9.4% |
| 1Y | -12.2% | +21.2% | -33.4% | -30.6% |
| 3Y | -28.9% | +76.6% | -105.5% | -63.7% |
| 5Y | -22.8% | +66.6% | -89.4% | -57.6% |
| 10Y | +266.1% | +222.3% | +43.8% | +0.5% |
| All | +266.1% | +221.4% | +44.6% | +0.5% |
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