+249.2%
CVLG price history and return analytics
+222.7%
+26.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +1.4% | +2.9% | -1.5% | -1.9% |
| 30D | +4.4% | -2.5% | +6.9% | +7.3% |
| 3M | -3.5% | -3.3% | -0.2% | +0.1% |
| 6M | +4.1% | +1.5% | +2.6% | +1.4% |
| YTD | +49.8% | +11.4% | +38.5% | +31.0% |
| 1Y | +68.5% | +11.9% | +56.6% | +46.6% |
| 3Y | +67.2% | +73.9% | -6.7% | -12.3% |
| 5Y | +129.6% | +57.9% | +71.8% | +35.0% |
| All | +249.2% | +222.7% | +26.6% | -12.7% |
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