+25.8%
VTV vs CVE
+109.0%
-83.2%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -0.8% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +0.1% | +17.5% | -17.3% | -0.1% |
| 3M | +6.2% | +16.2% | -10.0% | +6.0% |
| 6M | +13.5% | +47.8% | -34.3% | +11.0% |
| YTD | +18.9% | +98.5% | -79.6% | +13.0% |
| 1Y | +25.8% | +109.8% | -84.0% | +20.2% |
| All | +25.8% | +109.0% | -83.2% | +20.2% |
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