-98.0%
CVM vs VT
+76.6%
-174.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -4.0% |
| 7D | -13.8% | -0.3% | -13.4% | -13.4% |
| 30D | -43.0% | -1.4% | -41.5% | -41.9% |
| 3M | +1.5% | -1.4% | +2.9% | +3.4% |
| 6M | -18.3% | +5.5% | -23.8% | -23.1% |
| YTD | -73.8% | +12.8% | -86.6% | -76.8% |
| 1Y | -80.5% | +15.4% | -95.9% | -83.1% |
| All | -98.0% | +76.6% | -174.6% | -98.8% |
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 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