+80.3%
CVRT price history and return analytics
+80.0%
+0.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.3% |
| 7D | -0.6% | +0.4% | -0.9% | -1.0% |
| 30D | -11.1% | -2.6% | -8.5% | -8.4% |
| 3M | -13.2% | -3.2% | -9.9% | -9.7% |
| 6M | -17.1% | +0.9% | -18.0% | -17.6% |
| YTD | +10.9% | +11.3% | -0.5% | -0.8% |
| 1Y | +11.6% | +14.0% | -2.4% | -2.5% |
| 3Y | +87.4% | +75.8% | +11.5% | +2.7% |
| All | +80.3% | +80.0% | +0.3% | -3.2% |
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