+85.7%
CVIE vs VT
+85.7%
0.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +1.9% | +1.0% | +0.9% | +0.9% |
| 30D | +1.0% | -0.2% | +1.3% | +1.3% |
| 3M | +5.7% | +4.5% | +1.1% | +1.1% |
| 6M | +17.3% | +14.1% | +3.3% | +3.4% |
| YTD | +22.0% | +14.8% | +7.2% | +7.0% |
| 1Y | +31.5% | +21.2% | +10.3% | +9.7% |
| 3Y | +87.4% | +76.6% | +10.8% | +9.0% |
| All | +85.7% | +85.7% | 0.0% | +3.8% |
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