-99.6%
CVM price history and return analytics
+53.4%
-153.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.5% |
| 7D | +5.1% | -2.3% | +7.4% | +8.0% |
| 30D | -31.9% | -5.0% | -27.0% | -27.3% |
| 3M | -9.9% | -4.9% | -5.1% | -3.7% |
| 6M | 0.0% | -1.5% | +1.5% | +2.0% |
| YTD | -72.4% | +8.5% | -80.9% | -75.2% |
| 1Y | -78.2% | +11.4% | -89.5% | -81.0% |
| 3Y | -97.9% | +70.1% | -168.0% | -99.0% |
| All | -99.6% | +53.4% | -153.0% | -99.7% |
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