+109.8%
CVE vs VYM
+19.9%
+89.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +3.0% | +2.7% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +17.5% | -1.3% | +18.8% | +18.0% |
| 3M | +16.2% | +4.1% | +12.2% | +13.4% |
| 6M | +47.8% | +9.8% | +38.0% | +39.7% |
| YTD | +98.5% | +15.3% | +83.2% | +79.7% |
| 1Y | +109.8% | +20.0% | +89.8% | +84.1% |
| All | +109.8% | +19.9% | +89.9% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling