+220.5%
CVE vs VTEB
+26.7%
+193.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.3% |
| 7D | +2.5% | -0.8% | +3.3% | +2.9% |
| 30D | +16.7% | -1.3% | +18.1% | +17.6% |
| 3M | +9.3% | -2.1% | +11.4% | +10.6% |
| 6M | +43.6% | -1.7% | +45.3% | +44.8% |
| YTD | +93.6% | -0.6% | +94.2% | +93.7% |
| 1Y | +98.8% | +3.1% | +95.7% | +93.8% |
| 3Y | +73.6% | +9.2% | +64.4% | +61.4% |
| 5Y | +312.5% | +2.2% | +310.3% | +305.6% |
| 10Y | +161.0% | +18.8% | +142.3% | +178.6% |
| All | +220.5% | +26.7% | +193.8% | +303.6% |
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