+151.5%
CVLT price history and return analytics
+57.5%
+93.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.8% |
| 7D | +4.5% | -0.1% | +4.7% | +4.7% |
| 30D | +7.0% | -3.1% | +10.1% | +10.9% |
| 3M | +20.7% | -3.5% | +24.2% | +25.7% |
| 6M | +60.1% | +0.5% | +59.7% | +59.0% |
| YTD | +34.3% | +10.8% | +23.5% | +18.0% |
| 1Y | +29.1% | +11.9% | +17.2% | +12.1% |
| 3Y | +139.2% | +73.0% | +66.3% | +33.6% |
| 5Y | +151.5% | +58.6% | +92.8% | +50.9% |
| All | +151.5% | +57.5% | +93.9% | +50.9% |
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