+146.9%
CVE vs VEU
+150.0%
-3.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.9% |
| 7D | +4.6% | +2.4% | +2.3% | +1.3% |
| 30D | -12.0% | -2.0% | -10.0% | -10.2% |
| 3M | -3.8% | -5.1% | +1.3% | +2.0% |
| 6M | -2.7% | -0.7% | -2.0% | -5.0% |
| YTD | +73.6% | +11.0% | +62.6% | +39.5% |
| 1Y | +62.0% | +12.4% | +49.6% | +27.4% |
| 3Y | +72.7% | +69.8% | +2.9% | -29.9% |
| 5Y | +153.9% | +48.2% | +105.7% | +28.5% |
| All | +146.9% | +150.0% | -3.1% | -28.4% |
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