+320.2%
CVE vs ROIV
+250.7%
+69.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | +2.5% | +0.6% | +1.9% | +2.4% |
| 30D | +16.7% | +1.0% | +15.8% | +16.6% |
| 3M | +9.3% | +18.3% | -9.0% | +7.6% |
| 6M | +43.6% | +18.3% | +25.3% | +41.1% |
| YTD | +93.6% | +61.0% | +32.6% | +84.7% |
| 1Y | +98.8% | +177.9% | -79.1% | +80.7% |
| 3Y | +73.6% | +199.1% | -125.5% | +55.3% |
| All | +320.2% | +250.7% | +69.4% | +225.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling