+1,071.1%
CRVL price history and return analytics
+368.8%
+702.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -5.6% | -0.1% | -5.5% | -5.5% |
| 30D | +7.7% | -0.7% | +8.3% | +8.3% |
| 3M | +8.7% | +4.0% | +4.7% | +4.1% |
| 6M | +24.0% | +12.3% | +11.7% | +9.5% |
| YTD | -1.8% | +14.0% | -15.8% | -14.7% |
| 1Y | -24.1% | +20.3% | -44.4% | -37.5% |
| 3Y | -1.9% | +75.4% | -77.3% | -43.8% |
| 5Y | +17.8% | +66.0% | -48.1% | -29.8% |
| 10Y | +425.8% | +228.2% | +197.6% | +64.7% |
| All | +1,071.1% | +368.8% | +702.3% | +139.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling