+1,654.8%
CVLG price history and return analytics
+360.7%
+1,294.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +1.0% |
| 7D | -1.3% | -0.7% | -0.6% | -0.5% |
| 30D | +5.1% | -1.7% | +6.8% | +6.8% |
| 3M | +0.4% | -2.3% | +2.7% | +2.6% |
| 6M | +3.0% | +1.5% | +1.5% | +0.9% |
| YTD | +52.7% | +12.0% | +40.7% | +35.9% |
| 1Y | +72.6% | +12.9% | +59.7% | +52.7% |
| 3Y | +70.4% | +74.9% | -4.5% | -0.6% |
| 5Y | +135.7% | +59.9% | +75.8% | +50.3% |
| 10Y | +269.2% | +224.6% | +44.6% | +26.5% |
| All | +1,654.8% | +360.7% | +1,294.2% | +495.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling