+130.1%
CVE price history and return analytics
+223.7%
-93.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -3.0% |
| 7D | -10.1% | +0.4% | -10.4% | -10.9% |
| 30D | -12.1% | -2.6% | -9.5% | -9.5% |
| 3M | -1.9% | -3.2% | +1.4% | +1.5% |
| 6M | -1.8% | +0.9% | -2.8% | -5.4% |
| YTD | +65.8% | +11.3% | +54.5% | +36.5% |
| 1Y | +60.8% | +14.0% | +46.8% | +27.6% |
| 3Y | +70.1% | +75.8% | -5.7% | -29.9% |
| 5Y | +134.8% | +57.8% | +76.9% | +13.4% |
| 10Y | +130.1% | +219.8% | -89.7% | -53.9% |
| All | +130.1% | +223.7% | -93.6% | -53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling