+131.9%
CVLT vs VT
+53.2%
+78.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | +1.6% |
| 7D | -8.2% | -4.2% | -4.0% | -3.7% |
| 30D | +1.7% | -5.8% | +7.5% | +8.8% |
| 3M | +18.4% | -5.2% | +23.6% | +25.7% |
| 6M | +53.4% | +0.1% | +53.2% | +52.5% |
| YTD | +25.7% | +8.2% | +17.5% | +13.3% |
| 1Y | +22.5% | +10.1% | +12.4% | +8.2% |
| 3Y | +133.8% | +69.7% | +64.1% | +33.4% |
| 5Y | +131.9% | +53.4% | +78.6% | +43.5% |
| All | +131.9% | +53.2% | +78.7% | +43.5% |
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 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