+57.1%
CVE vs IVZ
+25.5%
+31.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.8% | -6.2% | +1.3% |
| 7D | -10.1% | +4.1% | -14.2% | -9.5% |
| 30D | -12.1% | -2.0% | -10.1% | -12.1% |
| 3M | -1.9% | -7.8% | +6.0% | -2.5% |
| 6M | -1.8% | +6.3% | -8.2% | -1.1% |
| YTD | +65.8% | +12.6% | +53.2% | +68.6% |
| All | +57.1% | +25.5% | +31.6% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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