-98.0%
CVKD vs VT
+92.4%
-190.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -20.8% | +0.4% | -21.2% | -21.2% |
| 30D | -37.8% | +1.0% | -38.7% | -38.5% |
| 3M | -71.7% | +2.4% | -74.1% | -72.5% |
| 6M | -85.3% | +12.0% | -97.3% | -87.2% |
| YTD | -82.0% | +15.3% | -97.3% | -84.6% |
| 1Y | -90.2% | +22.6% | -112.8% | -92.1% |
| 3Y | -90.9% | +74.7% | -165.5% | -94.6% |
| All | -98.0% | +92.4% | -190.4% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling