-76.6%
CVKD price history and return analytics
+73.6%
-150.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.7% |
| 7D | +27.4% | -0.1% | +27.6% | +28.3% |
| 30D | +58.2% | -3.1% | +61.3% | +64.7% |
| 3M | -25.8% | -3.5% | -22.3% | -22.5% |
| 6M | -76.4% | +0.5% | -76.8% | -76.6% |
| YTD | -78.8% | +10.8% | -89.5% | -81.2% |
| 1Y | -87.8% | +11.9% | -99.7% | -89.2% |
| All | -76.6% | +73.6% | -150.2% | -88.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling