-31.6%
CVU vs VT
+215.5%
-247.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.4% |
| 7D | -4.0% | -2.3% | -1.6% | -1.6% |
| 30D | -9.4% | -5.0% | -4.5% | -4.7% |
| 3M | -10.3% | -4.9% | -5.4% | -5.7% |
| 6M | +24.2% | -1.5% | +25.7% | +26.2% |
| YTD | +16.7% | +8.5% | +8.2% | +7.5% |
| 1Y | +120.0% | +11.4% | +108.6% | +97.7% |
| 3Y | +51.5% | +70.1% | -18.6% | -11.5% |
| 5Y | +55.0% | +53.7% | +1.3% | -0.5% |
| All | -31.6% | +215.5% | -247.1% | -80.2% |
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