+76.1%
IVV vs CVE
+157.6%
-81.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.6% | +9.3% | +2.7% |
| 7D | -0.7% | -12.1% | +11.4% | +1.0% |
| 30D | -1.0% | -9.8% | +8.7% | +0.2% |
| 3M | -0.3% | -0.7% | +0.4% | -0.6% |
| 6M | +7.4% | -4.3% | +11.7% | +7.2% |
| YTD | +13.4% | +70.6% | -57.2% | +1.9% |
| 1Y | +14.8% | +73.2% | -58.4% | +2.7% |
| 3Y | +83.3% | +60.3% | +23.0% | +61.9% |
| 5Y | +76.1% | +159.3% | -83.2% | +39.8% |
| All | +76.1% | +157.6% | -81.5% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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