-35.7%
CVGI price history and return analytics
+221.8%
-257.5%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +9.2% | +2.4% | +6.9% | +5.6% |
| 30D | +23.7% | -1.5% | +25.2% | +26.4% |
| 3M | +7.5% | -4.1% | +11.6% | +14.1% |
| 6M | -35.2% | +0.6% | -35.8% | -35.9% |
| YTD | +138.9% | +11.0% | +127.9% | +106.5% |
| 1Y | +120.5% | +13.3% | +107.2% | +85.1% |
| 3Y | -38.4% | +73.4% | -111.7% | -70.6% |
| 5Y | -61.9% | +57.4% | -119.4% | -79.0% |
| All | -35.7% | +221.8% | -257.5% | -84.4% |
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 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