+71.1%
CV price history and return analytics
+28.2%
+42.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.0% | +0.4% | +0.6% | +0.6% |
| 30D | -11.5% | +1.0% | -12.5% | -12.1% |
| 3M | -20.6% | +2.4% | -22.9% | -21.6% |
| 6M | +15.4% | +12.0% | +3.4% | +7.2% |
| YTD | -44.0% | +15.3% | -59.3% | -51.1% |
| 1Y | +58.5% | +22.6% | +35.9% | +29.3% |
| All | +71.1% | +28.2% | +42.9% | +30.8% |
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