+182.6%
CVE vs VTEB
+28.2%
+154.4%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | +0.1% | +0.5% | -0.4% | -0.2% |
| 30D | -10.8% | +4.1% | -15.0% | -12.9% |
| 3M | -4.3% | -0.4% | -3.9% | -4.1% |
| 6M | -1.5% | -0.4% | -1.1% | -1.4% |
| YTD | +70.7% | +0.6% | +70.1% | +69.6% |
| 1Y | +58.1% | +0.8% | +57.3% | +56.9% |
| 3Y | +69.8% | +11.7% | +58.2% | +55.5% |
| 5Y | +148.9% | +3.8% | +145.2% | +142.4% |
| 10Y | +143.5% | +23.7% | +119.8% | +184.3% |
| All | +182.6% | +28.2% | +154.4% | +253.3% |
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