+21.1%
CRVL price history and return analytics
+65.7%
-44.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.7% |
| 7D | +1.5% | -1.1% | +2.6% | +2.3% |
| 30D | +10.4% | -1.0% | +11.4% | +11.1% |
| 3M | +13.9% | +3.2% | +10.8% | +11.1% |
| 6M | +33.4% | +12.5% | +20.9% | +21.4% |
| YTD | +2.4% | +14.1% | -11.7% | -8.1% |
| 1Y | -21.5% | +18.9% | -40.4% | -31.9% |
| 3Y | +3.0% | +74.1% | -71.0% | -33.7% |
| All | +21.1% | +65.7% | -44.6% | -18.7% |
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