+729.1%
CVI vs VT
+374.2%
+354.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +6.6% | +0.4% | +6.1% | +5.9% |
| 30D | +43.1% | +1.0% | +42.1% | +41.1% |
| 3M | +32.3% | +2.4% | +29.9% | +26.9% |
| 6M | +69.3% | +12.0% | +57.3% | +39.2% |
| YTD | +76.0% | +15.3% | +60.7% | +38.6% |
| 1Y | +44.6% | +22.6% | +22.0% | +4.1% |
| 3Y | +44.8% | +74.7% | -29.8% | -38.6% |
| 5Y | +357.2% | +66.1% | +291.1% | +105.2% |
| 10Y | +582.1% | +225.0% | +357.1% | +20.5% |
| All | +729.1% | +374.2% | +354.9% | -7.3% |
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 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