+135.5%
CVE vs VEU
+144.2%
-8.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +1.2% |
| 7D | -10.0% | +0.5% | -10.5% | -11.0% |
| 30D | -11.9% | -2.3% | -9.6% | -9.7% |
| 3M | -5.9% | -4.4% | -1.6% | -1.4% |
| 6M | -1.6% | -2.2% | +0.6% | -1.9% |
| YTD | +66.3% | +10.9% | +55.3% | +33.7% |
| 1Y | +57.5% | +13.4% | +44.1% | +22.2% |
| 3Y | +65.4% | +69.7% | -4.3% | -32.8% |
| 5Y | +144.2% | +50.0% | +94.2% | +20.9% |
| 10Y | +135.5% | +145.8% | -10.3% | -31.3% |
| All | +135.5% | +144.2% | -8.6% | -31.3% |
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