+423.4%
CVI vs VT
+224.4%
+199.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +3.5% |
| 7D | -5.6% | -0.7% | -4.9% | -4.6% |
| 30D | -31.1% | -1.7% | -29.3% | -29.7% |
| 3M | +19.3% | -2.3% | +21.6% | +22.2% |
| 6M | +16.8% | +1.5% | +15.3% | +13.0% |
| YTD | +60.6% | +12.0% | +48.6% | +33.6% |
| 1Y | +10.2% | +12.9% | -2.7% | -9.5% |
| 3Y | +42.2% | +74.9% | -32.8% | -36.9% |
| 5Y | +220.6% | +59.9% | +160.7% | +60.7% |
| 10Y | +423.4% | +224.6% | +198.8% | -33.2% |
| All | +423.4% | +224.4% | +199.1% | -33.2% |
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