+20.8%
CVMC vs VT
+11.9%
+8.9%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | +1.6% | +2.9% | -1.3% | -0.8% |
| 30D | +2.6% | -2.5% | +5.1% | +4.7% |
| 3M | -2.3% | -3.3% | +1.0% | +0.5% |
| 6M | +8.5% | +1.5% | +6.9% | +6.8% |
| YTD | +20.0% | +11.4% | +8.6% | +7.8% |
| 1Y | +20.8% | +11.9% | +8.9% | +8.0% |
| All | +20.8% | +11.9% | +8.9% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling