+17.2%
CDW price history and return analytics
+13.0%
+4.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +3.1% |
| 7D | +9.3% | +0.4% | +8.9% | +9.3% |
| 30D | +15.8% | -2.6% | +18.4% | +17.3% |
| 3M | +21.8% | -3.2% | +25.0% | +23.7% |
| 6M | +58.8% | +0.9% | +57.8% | +59.8% |
| YTD | +22.8% | +11.3% | +11.5% | +15.4% |
| All | +17.2% | +13.0% | +4.2% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling