-94.7%
CVRX vs VT
+62.1%
-156.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.1% | -2.9% | -0.6% |
| 7D | +3.2% | -4.2% | +7.3% | +10.6% |
| 30D | -9.3% | -5.8% | -3.5% | -0.2% |
| 3M | -73.7% | -5.2% | -68.4% | -71.8% |
| 6M | -80.4% | +0.1% | -80.5% | -80.9% |
| YTD | -79.3% | +8.2% | -87.5% | -82.3% |
| 1Y | -85.0% | +10.1% | -95.1% | -87.6% |
| 3Y | -91.7% | +69.7% | -161.3% | -96.5% |
| 5Y | -92.1% | +53.4% | -145.5% | -95.8% |
| All | -94.7% | +62.1% | -156.9% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling