+165.9%
CVE vs VEU
+149.6%
+16.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -2.0% |
| 7D | +2.5% | +1.1% | +1.4% | +0.8% |
| 30D | +16.7% | +2.2% | +14.6% | +13.0% |
| 3M | +9.3% | +3.0% | +6.3% | +3.4% |
| 6M | +43.6% | +10.9% | +32.7% | +18.4% |
| YTD | +93.6% | +18.2% | +75.4% | +44.5% |
| 1Y | +98.8% | +28.3% | +70.5% | +30.4% |
| 3Y | +73.6% | +74.6% | -1.0% | -30.8% |
| 5Y | +312.5% | +56.4% | +256.1% | +97.9% |
| All | +165.9% | +149.6% | +16.3% | -23.8% |
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