+138.5%
CVLG price history and return analytics
+57.5%
+81.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.8% |
| 7D | -2.3% | -0.1% | -2.1% | -2.1% |
| 30D | +2.5% | -3.1% | +5.5% | +5.9% |
| 3M | -2.0% | -3.5% | +1.5% | +1.7% |
| 6M | -1.2% | +0.5% | -1.6% | -2.5% |
| YTD | +49.5% | +10.8% | +38.7% | +32.0% |
| 1Y | +68.9% | +11.9% | +57.0% | +47.6% |
| 3Y | +66.8% | +73.0% | -6.2% | -8.2% |
| 5Y | +138.5% | +58.6% | +79.9% | +39.1% |
| All | +138.5% | +57.5% | +81.0% | +39.1% |
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