+21.0%
CVSB vs VT
+75.2%
-54.2%
-0.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | 0.0% |
| 7D | 0.0% | -4.2% | +4.2% | +0.1% |
| 30D | +0.4% | -5.8% | +6.2% | +0.4% |
| 3M | +0.8% | -5.2% | +6.0% | +0.8% |
| 6M | +1.8% | +0.1% | +1.7% | +1.8% |
| YTD | +3.0% | +8.2% | -5.2% | +3.0% |
| 1Y | +3.9% | +10.1% | -6.2% | +3.8% |
| 3Y | +16.4% | +69.7% | -53.3% | +16.1% |
| All | +21.0% | +75.2% | -54.2% | +21.0% |
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