+62.0%
CVE vs ITOT
+11.7%
+50.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.6% |
| 7D | +4.6% | +3.3% | +1.4% | +5.6% |
| 30D | -12.0% | -2.5% | -9.5% | -12.6% |
| 3M | -3.8% | -2.3% | -1.5% | -4.4% |
| 6M | -2.7% | +3.0% | -5.8% | -1.5% |
| YTD | +73.6% | +11.9% | +61.7% | +80.2% |
| 1Y | +62.0% | +12.0% | +50.0% | +68.1% |
| All | +62.0% | +11.7% | +50.3% | +68.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling