+62.8%
CVE price history and return analytics
+405.7%
-343.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +2.6% |
| 7D | -14.1% | -4.2% | -9.9% | -9.5% |
| 30D | -11.6% | -5.8% | -5.8% | -4.9% |
| 3M | 0.0% | -5.2% | +5.3% | +6.3% |
| 6M | -8.4% | +0.1% | -8.5% | -10.8% |
| YTD | +65.9% | +8.2% | +57.7% | +43.3% |
| 1Y | +69.4% | +10.1% | +59.3% | +42.6% |
| 3Y | +55.9% | +69.7% | -13.7% | -28.0% |
| 5Y | +146.2% | +53.4% | +92.8% | +29.4% |
| 10Y | +140.6% | +219.2% | -78.6% | -45.0% |
| All | +62.8% | +405.7% | -343.0% | -78.0% |
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