+326.2%
CVSA price history and return analytics
+217.6%
+108.6%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.6% |
| 7D | -4.9% | -0.1% | -4.8% | -4.6% |
| 30D | -10.0% | -3.1% | -6.9% | -7.6% |
| 3M | -9.5% | -3.5% | -6.0% | -6.8% |
| 6M | -12.9% | +0.5% | -13.3% | -13.8% |
| YTD | +12.6% | +10.8% | +1.8% | +2.2% |
| 1Y | +22.4% | +11.9% | +10.5% | +10.1% |
| 3Y | +109.4% | +73.0% | +36.4% | +31.1% |
| 5Y | +244.3% | +58.6% | +185.7% | +130.1% |
| 10Y | +326.2% | +219.2% | +107.0% | +51.3% |
| All | +326.2% | +217.6% | +108.6% | +51.3% |
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