+189.4%
CVSA price history and return analytics
+77.9%
+111.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.7% | +0.4% | -5.2% | -5.1% |
| 30D | -0.6% | +1.0% | -1.6% | -1.2% |
| 3M | +2.9% | +2.4% | +0.5% | +0.8% |
| 6M | +27.3% | +12.0% | +15.3% | +15.5% |
| YTD | +23.8% | +15.3% | +8.5% | +8.9% |
| 1Y | -5.0% | +22.6% | -27.5% | -21.2% |
| All | +189.4% | +77.9% | +111.5% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling