+134.5%
CVE price history and return analytics
+215.5%
-81.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.9% |
| 7D | -16.1% | -2.3% | -13.8% | -13.8% |
| 30D | -10.4% | -5.0% | -5.4% | -4.6% |
| 3M | -2.4% | -4.9% | +2.5% | +3.4% |
| 6M | -4.4% | -1.5% | -2.9% | -4.7% |
| YTD | +64.9% | +8.5% | +56.5% | +40.7% |
| 1Y | +66.0% | +11.4% | +54.7% | +36.0% |
| 3Y | +57.7% | +70.1% | -12.4% | -31.9% |
| 5Y | +144.7% | +53.7% | +91.0% | +22.6% |
| All | +134.5% | +215.5% | -81.1% | -52.3% |
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