+224.0%
CVLG price history and return analytics
+66.2%
+157.8%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +3.3% | +1.0% | +2.3% | +2.2% |
| 30D | +1.9% | -0.2% | +2.2% | +2.3% |
| 3M | -20.7% | +4.5% | -25.2% | -24.8% |
| 6M | +34.5% | +14.1% | +20.4% | +15.3% |
| YTD | +60.9% | +14.8% | +46.2% | +37.3% |
| 1Y | +49.1% | +21.2% | +27.9% | +19.8% |
| 3Y | +54.8% | +76.6% | -21.7% | -16.0% |
| 5Y | +224.0% | +66.6% | +157.4% | +86.8% |
| All | +224.0% | +66.2% | +157.8% | +86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling