+319.5%
CDW price history and return analytics
+223.7%
+95.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +1.9% |
| 7D | +9.3% | +0.4% | +8.9% | +9.2% |
| 30D | +15.8% | -2.6% | +18.4% | +19.7% |
| 3M | +21.8% | -3.2% | +25.0% | +27.0% |
| 6M | +58.8% | +0.9% | +57.8% | +57.2% |
| YTD | +22.8% | +11.3% | +11.5% | +7.2% |
| 1Y | +17.9% | +14.0% | +3.9% | +0.1% |
| 3Y | -17.4% | +75.8% | -93.3% | -57.6% |
| 5Y | -5.7% | +57.8% | -63.6% | -44.7% |
| 10Y | +319.5% | +219.8% | +99.7% | +26.5% |
| All | +319.5% | +223.7% | +95.8% | +26.5% |
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