-25.2%
CVU vs VT
+222.7%
-248.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -4.6% | +0.4% | -5.1% | -5.0% |
| 30D | +4.0% | +1.0% | +3.1% | +3.1% |
| 3M | +1.2% | +2.4% | -1.2% | -1.2% |
| 6M | +6.6% | +12.0% | -5.4% | -4.6% |
| YTD | +30.3% | +15.3% | +15.0% | +13.2% |
| 1Y | +116.8% | +22.6% | +94.2% | +77.4% |
| 3Y | +44.9% | +74.7% | -29.7% | -17.2% |
| 5Y | +70.3% | +66.1% | +4.2% | +1.3% |
| All | -25.2% | +222.7% | -248.0% | -77.1% |
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