+53.5%
CVEO vs VT
+53.2%
+0.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.2% | -3.0% |
| 7D | +7.0% | -4.2% | +11.1% | +10.4% |
| 30D | 0.0% | -5.8% | +5.8% | +4.9% |
| 3M | -0.2% | -5.2% | +5.1% | +4.1% |
| 6M | +3.5% | +0.1% | +3.4% | +2.8% |
| YTD | +42.9% | +8.2% | +34.7% | +33.0% |
| 1Y | +48.1% | +10.1% | +38.0% | +35.7% |
| 3Y | +57.1% | +69.7% | -12.6% | 0.0% |
| 5Y | +53.5% | +53.4% | +0.1% | +1.2% |
| All | +53.5% | +53.2% | +0.3% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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