+208.2%
CVI vs VT
+57.0%
+151.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +7.3% | +2.4% | +5.0% | +5.5% |
| 30D | -33.9% | -1.5% | -32.4% | -33.2% |
| 3M | +15.0% | -4.1% | +19.1% | +18.5% |
| 6M | +21.3% | +0.6% | +20.8% | +20.0% |
| YTD | +61.9% | +11.0% | +50.9% | +45.2% |
| 1Y | +13.2% | +13.3% | -0.1% | -0.6% |
| 3Y | +42.0% | +73.4% | -31.4% | -17.5% |
| All | +208.2% | +57.0% | +151.2% | +108.3% |
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 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