+892.4%
CDW price history and return analytics
+290.4%
+602.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | +2.1% | -2.3% | +4.4% | +5.0% |
| 30D | +14.7% | -5.0% | +19.7% | +21.6% |
| 3M | +11.1% | -4.9% | +16.0% | +17.8% |
| 6M | +45.6% | -1.5% | +47.1% | +48.0% |
| YTD | +17.1% | +8.5% | +8.6% | +5.8% |
| 1Y | +13.2% | +11.4% | +1.8% | -0.7% |
| 3Y | -22.2% | +70.1% | -92.3% | -57.2% |
| 5Y | -10.1% | +53.7% | -63.8% | -44.4% |
| 10Y | +307.0% | +220.0% | +87.0% | +22.7% |
| All | +892.4% | +290.4% | +602.1% | +165.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling