+26.4%
V vs CVE
+67.8%
-41.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.1% |
| 7D | +2.2% | -16.1% | +18.3% | +0.2% |
| 30D | +13.6% | -10.4% | +24.0% | +12.1% |
| 3M | +14.3% | -2.4% | +16.7% | +13.8% |
| 6M | +33.1% | -4.4% | +37.5% | +32.8% |
| YTD | +21.2% | +64.9% | -43.7% | +32.9% |
| 1Y | +26.4% | +66.0% | -39.6% | +39.4% |
| All | +26.4% | +67.8% | -41.4% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling