-94.7%
CNVS price history and return analytics
+65.7%
-160.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -2.2% |
| 7D | -4.3% | -1.1% | -3.2% | -2.7% |
| 30D | -23.8% | -1.0% | -22.8% | -22.7% |
| 3M | -10.5% | +3.2% | -13.7% | -14.8% |
| 6M | -20.2% | +12.5% | -32.7% | -34.0% |
| YTD | +4.7% | +14.1% | -9.3% | -15.6% |
| 1Y | -35.8% | +18.9% | -54.7% | -51.7% |
| 3Y | +75.4% | +74.1% | +1.3% | -28.4% |
| All | -94.7% | +65.7% | -160.4% | -97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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