+81.8%
CVRT vs VT
+80.1%
+1.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | +4.0% | +2.9% | +1.1% | +0.7% |
| 30D | -8.1% | -2.5% | -5.6% | -5.3% |
| 3M | -13.7% | -3.3% | -10.3% | -10.2% |
| 6M | -17.4% | +1.5% | -18.9% | -18.4% |
| YTD | +11.8% | +11.4% | +0.4% | 0.0% |
| 1Y | +11.5% | +11.9% | -0.4% | -0.7% |
| 3Y | +86.5% | +73.9% | +12.7% | +3.6% |
| All | +81.8% | +80.1% | +1.7% | -2.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling