+447.8%
CVE vs ROIV
+264.1%
+183.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +6.1% | -13.7% | -8.1% |
| 7D | -12.1% | +3.0% | -15.1% | -12.3% |
| 30D | -9.8% | +6.8% | -16.6% | -10.3% |
| 3M | -0.7% | +10.5% | -11.2% | -1.7% |
| 6M | -4.3% | +34.8% | -39.1% | -7.0% |
| YTD | +70.6% | +76.2% | -5.6% | +61.5% |
| 1Y | +73.2% | +92.4% | -19.2% | +62.6% |
| 3Y | +60.3% | +312.0% | -251.6% | +41.0% |
| 5Y | +159.3% | +388.3% | -228.9% | +110.1% |
| All | +447.8% | +264.1% | +183.7% | +296.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling