+104.6%
CVSA vs VT
+69.4%
+35.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -4.1% | -5.0% | -6.1% |
| 7D | -12.3% | -4.2% | -8.1% | -9.4% |
| 30D | -11.3% | -5.8% | -5.5% | -7.4% |
| 3M | -12.4% | -5.2% | -7.1% | -8.8% |
| 6M | -4.3% | +0.1% | -4.5% | -5.2% |
| YTD | +9.2% | +8.2% | +0.9% | +0.6% |
| 1Y | +15.9% | +10.1% | +5.7% | +5.0% |
| All | +104.6% | +69.4% | +35.3% | +31.7% |
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