-24.1%
CVV vs VT
+224.5%
-248.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -5.9% | +0.4% | -6.3% | -6.3% |
| 30D | -19.8% | +1.0% | -20.8% | -20.4% |
| 3M | +9.1% | +2.4% | +6.8% | +7.7% |
| 6M | +58.7% | +12.0% | +46.7% | +46.6% |
| YTD | +112.6% | +15.3% | +97.3% | +93.0% |
| 1Y | +126.6% | +22.6% | +104.0% | +96.8% |
| 3Y | -13.6% | +74.7% | -88.2% | -44.4% |
| 5Y | +41.0% | +66.1% | -25.2% | -5.7% |
| All | -24.1% | +224.5% | -248.6% | -68.0% |
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 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