+89.9%
CVE vs ITOT
+812.0%
-722.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.9% |
| 7D | +2.5% | +0.1% | +2.4% | +2.3% |
| 30D | +16.7% | 0.0% | +16.7% | +16.6% |
| 3M | +9.3% | +2.0% | +7.3% | +5.7% |
| 6M | +43.6% | +13.0% | +30.6% | +20.2% |
| YTD | +93.6% | +14.0% | +79.6% | +60.2% |
| 1Y | +98.8% | +19.9% | +78.8% | +53.4% |
| 3Y | +73.6% | +75.8% | -2.2% | -20.1% |
| 5Y | +312.5% | +73.8% | +238.6% | +88.4% |
| 10Y | +161.0% | +295.9% | -134.9% | -55.6% |
| All | +89.9% | +812.0% | -722.0% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling