+62.0%
CVE vs FTV
+31.4%
+30.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | +4.6% | +3.7% | +0.9% | +5.1% |
| 30D | -12.0% | +16.8% | -28.8% | -10.6% |
| 3M | -3.8% | +10.4% | -14.2% | -3.0% |
| 6M | -2.7% | +12.8% | -15.6% | -2.3% |
| YTD | +73.6% | +23.3% | +50.3% | +70.1% |
| 1Y | +62.0% | +31.0% | +31.0% | +60.8% |
| All | +62.0% | +31.4% | +30.6% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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