-97.8%
CVKD vs VT
+85.6%
-183.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.8% | +2.6% | +37.2% | +36.6% |
| 7D | +31.7% | +0.4% | +31.4% | +31.8% |
| 30D | +50.5% | -2.6% | +53.1% | +55.4% |
| 3M | -29.7% | -3.2% | -26.5% | -27.1% |
| 6M | -77.5% | +0.9% | -78.4% | -77.8% |
| YTD | -79.8% | +11.3% | -91.1% | -82.0% |
| 1Y | -88.7% | +14.0% | -102.7% | -90.2% |
| 3Y | -79.2% | +75.8% | -155.1% | -87.6% |
| All | -97.8% | +85.6% | -183.4% | -98.7% |
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