+146.9%
CVE vs ITOT
+289.0%
-142.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.3% |
| 7D | +4.6% | +3.3% | +1.4% | +0.6% |
| 30D | -12.0% | -2.5% | -9.5% | -9.8% |
| 3M | -3.8% | -2.3% | -1.5% | -1.8% |
| 6M | -2.7% | +3.0% | -5.8% | -8.0% |
| YTD | +73.6% | +11.9% | +61.7% | +46.3% |
| 1Y | +62.0% | +12.0% | +50.0% | +36.0% |
| 3Y | +72.7% | +77.8% | -5.1% | -22.0% |
| 5Y | +153.9% | +65.0% | +88.9% | +24.7% |
| All | +146.9% | +289.0% | -142.1% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling