+14.6%
CVV vs VT
+345.0%
-330.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.2% | -3.4% |
| 7D | -10.6% | -4.2% | -6.5% | -7.9% |
| 30D | -16.2% | -5.8% | -10.4% | -12.6% |
| 3M | -55.9% | -5.2% | -50.7% | -54.3% |
| 6M | -50.4% | +0.1% | -50.5% | -49.9% |
| YTD | +16.8% | +8.2% | +8.6% | +13.5% |
| 1Y | -1.4% | +10.1% | -11.5% | -5.3% |
| 3Y | -35.1% | +69.7% | -104.7% | -52.5% |
| 5Y | -26.2% | +53.4% | -79.6% | -42.6% |
| 10Y | -55.9% | +219.2% | -275.1% | -77.3% |
| All | +14.6% | +345.0% | -330.4% | -47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling