-84.8%
CVKD vs VT
+69.7%
-154.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.3% |
| 7D | -0.5% | -2.3% | +1.8% | +2.2% |
| 30D | +0.8% | -5.0% | +5.8% | +6.8% |
| 3M | -47.6% | -4.9% | -42.7% | -44.7% |
| 6M | -84.1% | -1.5% | -82.6% | -84.0% |
| YTD | -85.5% | +8.5% | -94.0% | -86.9% |
| 1Y | -92.0% | +11.4% | -103.3% | -92.9% |
| 3Y | -84.8% | +70.1% | -154.9% | -92.5% |
| All | -84.8% | +69.7% | -154.6% | -92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling