+3.9%
CVSB vs VT
+15.2%
-11.3%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | 0.0% |
| 7D | +0.2% | -0.3% | +0.6% | +0.2% |
| 30D | +0.5% | -1.4% | +1.9% | +0.5% |
| 3M | +0.8% | -1.4% | +2.2% | +0.8% |
| 6M | +1.8% | +5.5% | -3.7% | +1.8% |
| YTD | +3.0% | +12.8% | -9.8% | +3.0% |
| 1Y | +3.9% | +15.4% | -11.6% | +3.9% |
| All | +3.9% | +15.2% | -11.3% | +3.9% |
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 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