+23.6%
VRT vs CVE
+62.9%
-39.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.3% | -3.8% |
| 7D | +10.5% | +5.9% | +4.6% | +9.1% |
| 30D | -9.3% | -10.9% | +1.5% | -7.6% |
| 3M | -29.6% | -4.5% | -25.1% | -28.9% |
| 6M | -45.4% | -1.0% | -44.4% | -44.6% |
| YTD | +24.8% | +74.7% | -49.9% | +4.3% |
| 1Y | +23.6% | +65.8% | -42.2% | +3.4% |
| All | +23.6% | +62.9% | -39.3% | +3.4% |
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