+642.3%
CVI vs VT
+345.0%
+297.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -1.7% |
| 7D | -29.9% | -4.2% | -25.7% | -25.9% |
| 30D | -30.6% | -5.8% | -24.8% | -24.9% |
| 3M | +28.1% | -5.2% | +33.3% | +37.1% |
| 6M | +13.8% | +0.1% | +13.6% | +11.3% |
| YTD | +57.6% | +8.2% | +49.3% | +34.7% |
| 1Y | +10.7% | +10.1% | +0.6% | -8.0% |
| 3Y | +38.2% | +69.7% | -31.5% | -39.3% |
| 5Y | +216.3% | +53.4% | +163.0% | +57.7% |
| 10Y | +537.8% | +219.2% | +318.6% | +14.8% |
| All | +642.3% | +345.0% | +297.3% | -9.9% |
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