-22.3%
CVV vs VT
+57.0%
-79.3%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | -0.3% | +14.4% | +14.4% |
| 7D | +14.4% | +2.4% | +12.0% | +11.6% |
| 30D | +15.8% | -1.5% | +17.3% | +18.0% |
| 3M | -39.5% | -4.1% | -35.4% | -36.7% |
| 6M | -33.6% | +0.6% | -34.2% | -33.1% |
| YTD | +46.9% | +11.0% | +35.9% | +37.2% |
| 1Y | +35.9% | +13.3% | +22.6% | +24.8% |
| 3Y | -18.2% | +73.4% | -91.6% | -47.7% |
| All | -22.3% | +57.0% | -79.3% | -45.7% |
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