-65.2%
CVGI vs VT
+53.4%
-118.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -4.0% |
| 7D | -0.3% | -2.3% | +2.0% | +3.0% |
| 30D | +9.8% | -5.0% | +14.7% | +17.9% |
| 3M | -13.5% | -4.9% | -8.6% | -7.2% |
| 6M | -39.4% | -1.5% | -37.9% | -38.4% |
| YTD | +118.7% | +8.5% | +110.3% | +95.8% |
| 1Y | +129.9% | +11.4% | +118.6% | +98.5% |
| 3Y | -46.5% | +70.1% | -116.6% | -72.4% |
| All | -65.2% | +53.4% | -118.6% | -79.5% |
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