+825.0%
CVLT price history and return analytics
+346.0%
+479.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | -4.1% | -2.3% | -1.8% | -2.0% |
| 30D | +5.4% | -5.0% | +10.3% | +10.6% |
| 3M | +18.7% | -4.9% | +23.6% | +24.5% |
| 6M | +56.5% | -1.5% | +58.0% | +58.5% |
| YTD | +26.3% | +8.5% | +17.8% | +16.2% |
| 1Y | +26.6% | +11.4% | +15.2% | +13.6% |
| 3Y | +134.2% | +70.1% | +64.1% | +45.9% |
| 5Y | +133.0% | +53.7% | +79.3% | +59.0% |
| 10Y | +205.4% | +220.0% | -14.5% | +9.0% |
| All | +825.0% | +346.0% | +479.0% | +150.1% |
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 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