+385.5%
CVI price history and return analytics
+66.2%
+319.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +4.0% |
| 7D | +7.6% | +1.0% | +6.6% | +6.7% |
| 30D | +48.5% | -0.2% | +48.8% | +48.8% |
| 3M | +38.9% | +4.5% | +34.3% | +33.5% |
| 6M | +73.0% | +14.1% | +58.9% | +52.1% |
| YTD | +82.4% | +14.8% | +67.7% | +59.3% |
| 1Y | +50.5% | +21.2% | +29.3% | +24.6% |
| 3Y | +41.2% | +76.6% | -35.3% | -19.8% |
| 5Y | +385.5% | +66.6% | +318.9% | +211.4% |
| All | +385.5% | +66.2% | +319.3% | +211.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling