-67.9%
CVGI vs VT
+363.9%
-431.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | -0.4% |
| 7D | +4.6% | -0.3% | +4.9% | +5.1% |
| 30D | +14.0% | -1.4% | +15.4% | +16.7% |
| 3M | -12.1% | -1.4% | -10.7% | -10.1% |
| 6M | -19.7% | +5.5% | -25.2% | -26.4% |
| YTD | +137.5% | +12.8% | +124.7% | +96.0% |
| 1Y | +125.0% | +15.4% | +109.6% | +79.2% |
| 3Y | -44.5% | +76.9% | -121.3% | -77.3% |
| 5Y | -61.9% | +60.4% | -122.3% | -81.9% |
| 10Y | -24.7% | +232.8% | -257.4% | -89.2% |
| All | -67.9% | +363.9% | -431.8% | -96.0% |
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