+56.4%
CVU vs VT
+57.5%
-1.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.3% |
| 7D | -5.8% | -0.1% | -5.7% | -5.6% |
| 30D | -11.5% | -3.1% | -8.4% | -9.1% |
| 3M | -13.3% | -3.5% | -9.8% | -10.7% |
| 6M | +14.6% | +0.5% | +14.1% | +14.2% |
| YTD | +14.9% | +10.8% | +4.1% | +5.5% |
| 1Y | +107.8% | +11.9% | +95.9% | +89.4% |
| 3Y | +50.7% | +73.0% | -22.3% | -3.0% |
| 5Y | +56.4% | +58.6% | -2.3% | -0.7% |
| All | +56.4% | +57.5% | -1.2% | -0.7% |
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