+57.7%
CVE vs VTEB
+12.5%
+45.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.4% |
| 7D | -16.1% | +1.0% | -17.2% | -15.5% |
| 30D | -10.4% | +4.9% | -15.3% | -7.4% |
| 3M | -2.4% | 0.0% | -2.4% | -2.6% |
| 6M | -4.4% | -0.3% | -4.2% | -4.8% |
| YTD | +64.9% | +0.7% | +64.2% | +64.7% |
| 1Y | +66.0% | +1.1% | +64.9% | +65.8% |
| 3Y | +57.7% | +12.7% | +45.0% | +60.0% |
| All | +57.7% | +12.5% | +45.1% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling