+341.6%
CVE vs VTEB
+2.3%
+339.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.6% | +2.5% |
| 7D | +0.2% | -0.2% | +0.4% | +0.1% |
| 30D | +17.5% | -1.6% | +19.1% | +16.8% |
| 3M | +16.2% | -2.0% | +18.2% | +15.4% |
| 6M | +47.8% | -1.7% | +49.4% | +47.0% |
| YTD | +98.5% | -0.6% | +99.1% | +97.6% |
| 1Y | +109.8% | +1.8% | +107.9% | +109.0% |
| 3Y | +75.5% | +9.6% | +65.9% | +74.6% |
| 5Y | +341.6% | +2.1% | +339.5% | +237.8% |
| All | +341.6% | +2.3% | +339.3% | +237.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling