+89.9%
CVE price history and return analytics
+438.9%
-349.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +2.5% | +0.4% | +2.1% | +1.8% |
| 30D | +16.7% | +1.0% | +15.8% | +15.1% |
| 3M | +9.3% | +2.4% | +6.9% | +4.8% |
| 6M | +43.6% | +12.0% | +31.6% | +19.8% |
| YTD | +93.6% | +15.3% | +78.2% | +55.1% |
| 1Y | +98.8% | +22.6% | +76.2% | +46.0% |
| 3Y | +73.6% | +74.7% | -1.1% | -22.3% |
| 5Y | +312.5% | +66.1% | +246.3% | +96.7% |
| 10Y | +161.0% | +225.0% | -64.0% | -41.4% |
| All | +89.9% | +438.9% | -349.0% | -76.2% |
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 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