+54.8%
CVLG price history and return analytics
+76.6%
-21.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.2% |
| 7D | +3.3% | +1.0% | +2.3% | +2.1% |
| 30D | +1.9% | -0.2% | +2.2% | +2.3% |
| 3M | -20.7% | +4.5% | -25.2% | -25.2% |
| 6M | +34.5% | +14.1% | +20.4% | +13.0% |
| YTD | +60.9% | +14.8% | +46.2% | +34.4% |
| 1Y | +49.1% | +21.2% | +27.9% | +16.0% |
| 3Y | +54.8% | +76.6% | -21.7% | -26.3% |
| All | +54.8% | +76.6% | -21.8% | -26.3% |
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