-86.9%
CVEO vs VT
+228.3%
-315.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.2% | -1.1% |
| 7D | +7.0% | -4.2% | +11.1% | +12.5% |
| 30D | 0.0% | -5.8% | +5.8% | +7.7% |
| 3M | -0.2% | -5.2% | +5.1% | +6.5% |
| 6M | +3.5% | +0.1% | +3.4% | +2.1% |
| YTD | +42.9% | +8.2% | +34.7% | +27.0% |
| 1Y | +48.1% | +10.1% | +38.0% | +28.4% |
| 3Y | +57.1% | +69.7% | -12.6% | -25.6% |
| 5Y | +53.5% | +53.4% | +0.1% | -17.6% |
| 10Y | +109.2% | +219.2% | -110.0% | -66.6% |
| All | -86.9% | +228.3% | -315.3% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling