+71.6%
CVE vs VTEB
+9.4%
+62.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.3% |
| 7D | +2.5% | -0.8% | +3.3% | +2.0% |
| 30D | +16.7% | -1.3% | +18.1% | +15.8% |
| 3M | +9.3% | -2.1% | +11.4% | +8.1% |
| 6M | +43.6% | -1.7% | +45.3% | +42.6% |
| YTD | +93.6% | -0.6% | +94.2% | +92.2% |
| 1Y | +98.8% | +3.1% | +95.7% | +96.9% |
| All | +71.6% | +9.4% | +62.3% | +62.0% |
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