+98.8%
CVE vs ROIV
+177.7%
-78.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.3% |
| 7D | +2.5% | +0.6% | +1.9% | +2.5% |
| 30D | +16.7% | +1.0% | +15.8% | +16.7% |
| 3M | +9.3% | +18.3% | -9.0% | +8.8% |
| 6M | +43.6% | +18.3% | +25.3% | +43.4% |
| YTD | +93.6% | +61.0% | +32.6% | +84.1% |
| 1Y | +98.8% | +177.9% | -79.1% | +93.8% |
| All | +98.8% | +177.7% | -78.9% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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