+563.4%
CVI price history and return analytics
+229.7%
+333.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +4.3% |
| 7D | +11.2% | -0.1% | +11.3% | +11.3% |
| 30D | +47.2% | -0.7% | +47.9% | +48.4% |
| 3M | +52.6% | +4.0% | +48.6% | +44.3% |
| 6M | +90.4% | +12.3% | +78.1% | +59.3% |
| YTD | +88.8% | +14.0% | +74.8% | +54.4% |
| 1Y | +45.0% | +20.3% | +24.7% | +10.1% |
| 3Y | +46.2% | +75.4% | -29.3% | -34.9% |
| 5Y | +403.6% | +66.0% | +337.7% | +141.2% |
| All | +563.4% | +229.7% | +333.7% | +13.5% |
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