-91.1%
CVKD price history and return analytics
+18.7%
-109.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | +0.9% |
| 7D | -7.8% | -2.0% | -5.8% | -3.9% |
| 30D | -39.2% | -1.4% | -37.8% | -37.4% |
| 3M | -71.5% | +4.7% | -76.2% | -74.1% |
| 6M | -85.3% | +11.4% | -96.6% | -88.9% |
| YTD | -82.6% | +13.1% | -95.7% | -86.8% |
| 1Y | -91.1% | +19.0% | -110.1% | -93.2% |
| All | -91.1% | +18.7% | -109.8% | -93.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling