-99.5%
CVM price history and return analytics
+222.7%
-322.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.0% | -6.0% |
| 7D | -6.7% | -0.1% | -6.5% | -6.5% |
| 30D | +3.4% | -0.7% | +4.0% | +4.1% |
| 3M | +18.5% | +4.0% | +14.5% | +13.5% |
| 6M | -60.2% | +12.3% | -72.5% | -64.6% |
| YTD | -70.7% | +14.0% | -84.7% | -74.3% |
| 1Y | -85.6% | +20.3% | -105.9% | -88.0% |
| 3Y | -95.7% | +75.4% | -171.2% | -97.6% |
| 5Y | -99.5% | +66.0% | -165.5% | -99.7% |
| 10Y | -99.5% | +228.2% | -327.7% | -99.8% |
| All | -99.5% | +222.7% | -322.2% | -99.8% |
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