+72.6%
VTV vs CVE
+53.7%
+18.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -2.2% | -16.1% | +13.9% | -0.3% |
| 30D | +2.2% | -10.4% | +12.6% | +3.3% |
| 3M | +0.3% | -2.4% | +2.7% | +0.1% |
| 6M | +8.3% | -4.4% | +12.7% | +8.1% |
| YTD | +18.5% | +64.9% | -46.4% | +7.4% |
| 1Y | +23.0% | +66.0% | -43.0% | +11.2% |
| 3Y | +72.6% | +57.7% | +15.0% | +50.9% |
| All | +72.6% | +53.7% | +18.9% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling