+180.8%
CVE vs VT
+57.9%
+122.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.9% | -1.6% | -1.3% | -1.6% |
| 30D | -5.1% | -2.5% | -2.6% | -3.1% |
| 3M | +4.5% | -1.3% | +5.8% | +5.2% |
| 6M | +6.1% | +3.1% | +3.0% | +1.7% |
| YTD | +84.7% | +10.9% | +73.8% | +63.2% |
| 1Y | +83.4% | +12.1% | +71.4% | +60.1% |
| 3Y | +73.6% | +73.9% | -0.3% | -4.1% |
| All | +180.8% | +57.9% | +122.9% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling