+44.6%
CVI vs VT
+23.3%
+21.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +6.6% | +0.4% | +6.1% | +6.7% |
| 30D | +43.1% | +1.0% | +42.1% | +43.5% |
| 3M | +32.3% | +2.4% | +29.9% | +32.8% |
| 6M | +69.3% | +12.0% | +57.3% | +82.3% |
| YTD | +76.0% | +15.3% | +60.7% | +83.4% |
| 1Y | +44.6% | +22.6% | +22.0% | +53.5% |
| All | +44.6% | +23.3% | +21.3% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling