+123.7%
CVLG vs VT
+57.0%
+66.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.3% |
| 7D | +3.4% | +2.4% | +1.0% | +0.8% |
| 30D | +6.4% | -1.5% | +7.9% | +8.0% |
| 3M | -5.7% | -4.1% | -1.6% | -1.5% |
| 6M | +2.4% | +0.6% | +1.9% | +1.0% |
| YTD | +48.9% | +11.0% | +37.8% | +31.2% |
| 1Y | +71.3% | +13.3% | +57.9% | +47.6% |
| 3Y | +66.9% | +73.4% | -6.4% | -8.3% |
| All | +123.7% | +57.0% | +66.7% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling