+98.8%
CVE vs VLTO
-8.3%
+107.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.7% |
| 7D | +2.5% | -2.3% | +4.8% | +2.0% |
| 30D | +16.7% | -0.9% | +17.6% | +16.5% |
| 3M | +9.3% | +13.8% | -4.6% | +11.5% |
| 6M | +43.6% | +2.0% | +41.6% | +45.2% |
| YTD | +93.6% | -3.2% | +96.8% | +92.8% |
| 1Y | +98.8% | -9.2% | +107.9% | +97.4% |
| All | +98.8% | -8.3% | +107.0% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling