+152.0%
CVLT price history and return analytics
+226.9%
-74.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.8% |
| 7D | -4.1% | -2.0% | -2.1% | -2.1% |
| 30D | -5.7% | -1.4% | -4.2% | -4.1% |
| 3M | +5.0% | +4.7% | +0.3% | +0.2% |
| 6M | +63.7% | +11.4% | +52.3% | +46.0% |
| YTD | +4.9% | +13.1% | -8.1% | -8.1% |
| 1Y | -25.4% | +19.0% | -44.5% | -38.0% |
| 3Y | +93.2% | +73.9% | +19.3% | +13.4% |
| 5Y | +68.4% | +65.4% | +3.0% | +3.6% |
| All | +152.0% | +226.9% | -74.9% | -16.1% |
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 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