-39.7%
CVU vs VT
+222.7%
-262.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +3.4% | +2.9% | +0.5% | +0.5% |
| 30D | -9.6% | -2.5% | -7.1% | -7.3% |
| 3M | -15.9% | -3.3% | -12.5% | -13.0% |
| 6M | +17.9% | +1.5% | +16.4% | +16.2% |
| YTD | +16.4% | +11.4% | +5.1% | +4.5% |
| 1Y | +119.5% | +11.9% | +107.6% | +96.2% |
| 3Y | +52.6% | +73.9% | -21.2% | -12.9% |
| 5Y | +57.3% | +57.9% | -0.6% | -1.8% |
| All | -39.7% | +222.7% | -262.4% | -84.4% |
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 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