-100.0%
CVM price history and return analytics
+355.4%
-455.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.7% |
| 7D | 0.0% | -0.1% | +0.1% | -0.2% |
| 30D | -27.3% | -3.1% | -24.3% | -26.1% |
| 3M | -5.4% | -3.5% | -1.9% | -3.3% |
| 6M | -17.1% | +0.5% | -17.5% | -17.2% |
| YTD | -73.2% | +10.8% | -84.0% | -74.7% |
| 1Y | -80.4% | +11.9% | -92.3% | -81.6% |
| 3Y | -98.0% | +73.0% | -171.0% | -98.5% |
| 5Y | -99.6% | +58.6% | -158.2% | -99.7% |
| 10Y | -99.4% | +219.2% | -318.5% | -99.6% |
| All | -100.0% | +355.4% | -455.4% | -100.0% |
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