+330.0%
CVBF price history and return analytics
+360.7%
-30.7%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -1.8% |
| 7D | -3.1% | -0.7% | -2.4% | -2.5% |
| 30D | +4.6% | -1.7% | +6.4% | +6.3% |
| 3M | +0.2% | -2.3% | +2.5% | +2.2% |
| 6M | +14.8% | +1.5% | +13.2% | +11.9% |
| YTD | +25.3% | +12.0% | +13.3% | +9.6% |
| 1Y | +25.8% | +12.9% | +12.9% | +9.1% |
| 3Y | +57.5% | +74.9% | -17.4% | -14.0% |
| 5Y | +33.3% | +59.9% | -26.6% | -21.5% |
| 10Y | +61.2% | +224.6% | -163.4% | -57.6% |
| All | +330.0% | +360.7% | -30.7% | +5.4% |
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 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