+302.2%
CDW price history and return analytics
+224.7%
+77.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +0.9% |
| 7D | +2.6% | -0.7% | +3.3% | +3.5% |
| 30D | +20.4% | -1.7% | +22.1% | +23.3% |
| 3M | +28.5% | -2.3% | +30.8% | +32.6% |
| 6M | +70.6% | +1.5% | +69.1% | +67.8% |
| YTD | +29.1% | +12.0% | +17.0% | +11.9% |
| 1Y | +23.8% | +12.9% | +10.9% | +6.4% |
| 3Y | -14.5% | +74.9% | -89.4% | -55.8% |
| 5Y | -1.6% | +59.9% | -61.5% | -43.2% |
| All | +302.2% | +224.7% | +77.5% | +13.0% |
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