+628.5%
CVI price history and return analytics
+357.6%
+270.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | -1.1% |
| 7D | -30.1% | +0.4% | -30.4% | -30.6% |
| 30D | -32.6% | -2.6% | -30.0% | -30.4% |
| 3M | +25.9% | -3.2% | +29.2% | +31.0% |
| 6M | +17.3% | +0.9% | +16.3% | +13.7% |
| YTD | +54.7% | +11.3% | +43.3% | +27.2% |
| 1Y | +7.9% | +14.0% | -6.1% | -14.5% |
| 3Y | +41.9% | +75.8% | -34.0% | -40.7% |
| 5Y | +198.4% | +57.8% | +140.5% | +43.0% |
| 10Y | +408.4% | +219.8% | +188.6% | -8.5% |
| All | +628.5% | +357.6% | +270.9% | -14.9% |
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