+130.1%
CVE vs VEU
+147.4%
-17.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | -3.2% |
| 7D | -10.1% | +0.8% | -10.8% | -11.4% |
| 30D | -12.1% | -1.6% | -10.5% | -10.7% |
| 3M | -1.9% | -4.2% | +2.3% | +2.6% |
| 6M | -1.8% | -1.5% | -0.3% | -3.0% |
| YTD | +65.8% | +11.7% | +54.1% | +32.1% |
| 1Y | +60.8% | +15.6% | +45.3% | +21.4% |
| 3Y | +70.1% | +71.7% | -1.6% | -32.1% |
| 5Y | +134.8% | +49.5% | +85.3% | +17.3% |
| 10Y | +130.1% | +145.6% | -15.6% | -33.9% |
| All | +130.1% | +147.4% | -17.3% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling