-32.4%
CVGI vs VT
+215.5%
-247.9%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -4.0% |
| 7D | -0.3% | -2.3% | +2.0% | +3.1% |
| 30D | +9.8% | -5.0% | +14.7% | +18.0% |
| 3M | -13.5% | -4.9% | -8.6% | -7.1% |
| 6M | -39.4% | -1.5% | -37.9% | -38.3% |
| YTD | +118.7% | +8.5% | +110.3% | +95.6% |
| 1Y | +129.9% | +11.4% | +118.6% | +98.1% |
| 3Y | -46.5% | +70.1% | -116.6% | -73.8% |
| 5Y | -65.1% | +53.7% | -118.8% | -80.1% |
| All | -32.4% | +215.5% | -247.9% | -82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling