+873.9%
CVLT price history and return analytics
+360.7%
+513.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.1% | -2.0% |
| 7D | +2.6% | -0.7% | +3.3% | +3.3% |
| 30D | +7.3% | -1.7% | +9.1% | +9.2% |
| 3M | +19.6% | -2.3% | +21.9% | +22.4% |
| 6M | +60.3% | +1.5% | +58.8% | +57.9% |
| YTD | +33.0% | +12.0% | +21.0% | +18.7% |
| 1Y | +29.7% | +12.9% | +16.8% | +15.0% |
| 3Y | +137.0% | +74.9% | +62.1% | +43.8% |
| 5Y | +148.9% | +59.9% | +89.0% | +63.8% |
| 10Y | +210.8% | +224.6% | -13.8% | +9.4% |
| All | +873.9% | +360.7% | +513.3% | +155.5% |
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