-87.0%
CVKD vs VT
+11.9%
-98.9%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.6% |
| 7D | +54.1% | +2.4% | +51.7% | +48.7% |
| 30D | +48.0% | -1.5% | +49.5% | +51.1% |
| 3M | -18.8% | -4.1% | -14.7% | -13.1% |
| 6M | -71.6% | +0.6% | -72.1% | -72.9% |
| YTD | -77.7% | +11.0% | -88.8% | -83.0% |
| 1Y | -87.0% | +13.3% | -100.4% | -90.0% |
| All | -87.0% | +11.9% | -98.9% | -90.0% |
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