+74.7%
CV price history and return analytics
+21.4%
+53.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.6% |
| 7D | +8.3% | +1.0% | +7.3% | +7.4% |
| 30D | -10.4% | -0.2% | -10.2% | -10.2% |
| 3M | -9.4% | +4.5% | -13.9% | -12.3% |
| 6M | +24.2% | +14.1% | +10.2% | +13.9% |
| YTD | -40.5% | +14.8% | -55.3% | -47.6% |
| 1Y | +74.7% | +21.2% | +53.5% | +53.2% |
| All | +74.7% | +21.4% | +53.3% | +53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling