+992.3%
CDW price history and return analytics
+300.7%
+691.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +9.1% | +2.9% | +6.2% | +5.8% |
| 30D | +13.7% | -2.5% | +16.2% | +17.3% |
| 3M | +27.0% | -3.3% | +30.4% | +32.5% |
| 6M | +75.9% | +1.5% | +74.3% | +73.1% |
| YTD | +28.9% | +11.4% | +17.5% | +13.2% |
| 1Y | +19.6% | +11.9% | +7.7% | +4.5% |
| 3Y | -14.6% | +73.9% | -88.5% | -54.1% |
| 5Y | -3.2% | +57.9% | -61.0% | -41.8% |
| 10Y | +321.3% | +222.6% | +98.7% | +25.5% |
| All | +992.3% | +300.7% | +691.5% | +184.3% |
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