-99.5%
CVM price history and return analytics
+66.2%
-165.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.9% |
| 7D | +2.5% | +1.0% | +1.5% | +1.0% |
| 30D | -4.1% | -0.2% | -3.8% | -3.8% |
| 3M | +19.6% | +4.5% | +15.0% | +12.1% |
| 6M | -58.1% | +14.1% | -72.2% | -65.1% |
| YTD | -68.6% | +14.8% | -83.4% | -73.9% |
| 1Y | -84.1% | +21.2% | -105.3% | -87.7% |
| 3Y | -95.4% | +76.6% | -172.0% | -98.0% |
| 5Y | -99.5% | +66.6% | -166.1% | -99.7% |
| All | -99.5% | +66.2% | -165.7% | -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