+35.6%
CVBF vs VT
+57.4%
-21.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -1.1% |
| 7D | -0.6% | +0.4% | -1.0% | -1.0% |
| 30D | +6.8% | -2.6% | +9.4% | +8.9% |
| 3M | +2.3% | -3.2% | +5.5% | +4.7% |
| 6M | +15.0% | +0.9% | +14.1% | +13.4% |
| YTD | +27.0% | +11.3% | +15.7% | +15.1% |
| 1Y | +27.6% | +14.0% | +13.6% | +13.2% |
| 3Y | +59.0% | +75.8% | -16.8% | +1.3% |
| 5Y | +35.6% | +57.8% | -22.2% | -7.5% |
| All | +35.6% | +57.4% | -21.8% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling