+77.7%
VTV vs CVE
+158.6%
-81.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +2.9% | +5.9% | -3.0% | +2.1% |
| 30D | +3.8% | -10.9% | +14.6% | +5.4% |
| 3M | +1.6% | -4.5% | +6.1% | +1.9% |
| 6M | +11.2% | -1.0% | +12.2% | +10.6% |
| YTD | +22.0% | +74.7% | -52.7% | +9.5% |
| 1Y | +24.9% | +65.8% | -40.9% | +13.1% |
| 3Y | +78.5% | +73.2% | +5.3% | +56.6% |
| All | +77.7% | +158.6% | -81.0% | +41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling