+769.1%
VTI vs CVE
+61.8%
+707.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -2.6% | -16.1% | +13.5% | +0.6% |
| 30D | -5.0% | -10.4% | +5.4% | -3.3% |
| 3M | -4.3% | -2.4% | -1.9% | -4.3% |
| 6M | +0.6% | -4.4% | +5.0% | +0.5% |
| YTD | +8.9% | +64.9% | -56.1% | -2.9% |
| 1Y | +11.1% | +66.0% | -54.9% | -1.1% |
| 3Y | +74.5% | +57.7% | +16.8% | +53.8% |
| 5Y | +60.1% | +144.7% | -84.7% | +25.1% |
| 10Y | +297.4% | +139.2% | +158.2% | +167.2% |
| All | +769.1% | +61.8% | +707.2% | +507.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling