-80.7%
CVM price history and return analytics
+11.9%
-92.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.3% | +7.9% | +7.9% |
| 7D | -11.7% | +2.4% | -14.1% | -14.6% |
| 30D | -25.1% | -1.5% | -23.6% | -23.9% |
| 3M | -14.1% | -4.1% | -10.0% | -8.8% |
| 6M | +6.7% | +0.6% | +6.1% | +5.4% |
| YTD | -75.7% | +11.0% | -86.7% | -79.5% |
| 1Y | -80.7% | +13.3% | -94.0% | -84.3% |
| All | -80.7% | +11.9% | -92.6% | -84.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling