+84.2%
CVRT price history and return analytics
+81.2%
+2.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.6% |
| 7D | +0.5% | -0.7% | +1.2% | +1.3% |
| 30D | -7.4% | -1.7% | -5.6% | -5.4% |
| 3M | -10.8% | -2.3% | -8.5% | -8.2% |
| 6M | -17.6% | +1.5% | -19.1% | -18.6% |
| YTD | +13.2% | +12.0% | +1.2% | +0.6% |
| 1Y | +12.6% | +12.9% | -0.3% | -0.7% |
| 3Y | +89.0% | +74.9% | +14.0% | +4.2% |
| All | +84.2% | +81.2% | +2.9% | -1.8% |
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