-69.6%
CVGI vs VT
+374.2%
-443.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +3.8% | +0.4% | +3.4% | +3.1% |
| 30D | -14.7% | +1.0% | -15.7% | -16.1% |
| 3M | -41.3% | +2.4% | -43.7% | -43.7% |
| 6M | +85.1% | +12.0% | +73.1% | +53.1% |
| YTD | +125.0% | +15.3% | +109.7% | +79.4% |
| 1Y | +94.0% | +22.6% | +71.4% | +40.3% |
| 3Y | -64.6% | +74.7% | -139.2% | -85.3% |
| 5Y | -67.9% | +66.1% | -134.0% | -85.5% |
| 10Y | -41.1% | +225.0% | -266.1% | -91.2% |
| All | -69.6% | +374.2% | -443.8% | -96.3% |
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