+173.1%
CVE vs VTEB
+28.3%
+144.7%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -16.1% | +1.0% | -17.2% | -16.6% |
| 30D | -10.4% | +4.9% | -15.3% | -12.8% |
| 3M | -2.4% | 0.0% | -2.4% | -2.4% |
| 6M | -4.4% | -0.3% | -4.2% | -4.4% |
| YTD | +64.9% | +0.7% | +64.2% | +63.7% |
| 1Y | +66.0% | +1.1% | +64.9% | +64.4% |
| 3Y | +57.7% | +12.7% | +45.0% | +43.4% |
| 5Y | +144.7% | +3.9% | +140.9% | +138.1% |
| 10Y | +139.2% | +21.7% | +117.5% | +163.1% |
| All | +173.1% | +28.3% | +144.7% | +241.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling