+67.6%
CVLT vs VT
+66.2%
+1.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | +2.4% | +1.0% | +1.5% | +1.5% |
| 3M | +12.2% | +2.4% | +9.8% | +9.2% |
| 6M | +55.8% | +12.0% | +43.8% | +35.9% |
| YTD | +8.8% | +15.3% | -6.5% | -8.7% |
| 1Y | -23.0% | +22.6% | -45.6% | -39.8% |
| 3Y | +99.9% | +74.7% | +25.2% | +9.0% |
| All | +67.6% | +66.2% | +1.4% | -2.8% |
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