-14.6%
CVV vs VT
+75.0%
-89.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -5.9% | +0.4% | -6.3% | -6.4% |
| 30D | -19.8% | +1.0% | -20.8% | -20.7% |
| 3M | +9.1% | +2.4% | +6.8% | +6.9% |
| 6M | +58.7% | +12.0% | +46.7% | +43.9% |
| YTD | +112.6% | +15.3% | +97.3% | +89.9% |
| 1Y | +126.6% | +22.6% | +104.0% | +95.4% |
| All | -14.6% | +75.0% | -89.5% | -34.5% |
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