-4.3%
CVE vs ROIV
+34.2%
-38.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +6.1% | -13.7% | -7.0% |
| 7D | -12.1% | +3.0% | -15.1% | -11.7% |
| 30D | -9.8% | +6.8% | -16.6% | -9.0% |
| 3M | -0.7% | +10.5% | -11.2% | +0.8% |
| 6M | -4.3% | +34.8% | -39.1% | +1.6% |
| All | -4.3% | +34.2% | -38.6% | +1.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling