-37.1%
CVV vs VT
+69.4%
-106.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.2% | -0.9% |
| 7D | -10.6% | -4.2% | -6.5% | -5.5% |
| 30D | -16.2% | -5.8% | -10.4% | -9.4% |
| 3M | -55.9% | -5.2% | -50.7% | -52.8% |
| 6M | -50.4% | +0.1% | -50.5% | -49.4% |
| YTD | +16.8% | +8.2% | +8.6% | +12.3% |
| 1Y | -1.4% | +10.1% | -11.5% | -6.5% |
| All | -37.1% | +69.4% | -106.5% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling