-88.3%
CVKD vs VT
+13.3%
-101.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -1.6% |
| 7D | +36.8% | -0.7% | +37.5% | +38.3% |
| 30D | +66.3% | -1.7% | +68.0% | +70.4% |
| 3M | -25.3% | -2.3% | -23.0% | -23.0% |
| 6M | -73.7% | +1.5% | -75.3% | -75.4% |
| YTD | -78.6% | +12.0% | -90.7% | -84.0% |
| 1Y | -88.3% | +12.9% | -101.1% | -91.2% |
| All | -88.3% | +13.3% | -101.5% | -91.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling