+52.1%
CVMC vs VT
+75.2%
-23.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | +0.9% |
| 7D | -1.7% | -4.2% | +2.5% | +2.6% |
| 30D | +0.7% | -5.8% | +6.5% | +6.9% |
| 3M | -2.9% | -5.2% | +2.3% | +2.4% |
| 6M | +7.1% | +0.1% | +7.0% | +6.5% |
| YTD | +18.2% | +8.2% | +9.9% | +8.1% |
| 1Y | +20.4% | +10.1% | +10.3% | +8.1% |
| 3Y | +66.5% | +69.7% | -3.1% | -7.4% |
| All | +52.1% | +75.2% | -23.1% | -17.9% |
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