+109.8%
CVE vs ITOT
+19.2%
+90.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.4% |
| 7D | +0.2% | +0.7% | -0.5% | +0.3% |
| 30D | +17.5% | -1.1% | +18.6% | +17.3% |
| 3M | +16.2% | +3.9% | +12.3% | +16.4% |
| 6M | +47.8% | +14.7% | +33.0% | +47.5% |
| YTD | +98.5% | +13.3% | +85.2% | +99.4% |
| 1Y | +109.8% | +19.1% | +90.6% | +117.8% |
| All | +109.8% | +19.2% | +90.6% | +117.8% |
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 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