+148.6%
CVE vs VEU
+149.9%
-1.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +5.9% | +2.1% | +3.8% | +2.9% |
| 30D | -10.9% | -0.9% | -9.9% | -10.3% |
| 3M | -4.5% | -5.4% | +0.9% | +1.6% |
| 6M | -1.0% | -1.8% | +0.8% | -1.7% |
| YTD | +74.7% | +10.9% | +63.8% | +40.5% |
| 1Y | +65.8% | +13.6% | +52.3% | +28.3% |
| 3Y | +73.2% | +69.3% | +3.9% | -29.4% |
| 5Y | +155.6% | +48.1% | +107.5% | +29.4% |
| All | +148.6% | +149.9% | -1.3% | -27.9% |
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