+20.4%
CVSB price history and return analytics
+84.5%
-64.1%
-0.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | 0.0% | -0.1% | +0.2% | 0.0% |
| 30D | +0.2% | -0.7% | +0.9% | +0.2% |
| 3M | +1.0% | +4.0% | -3.0% | +0.9% |
| 6M | +1.8% | +12.3% | -10.5% | +1.8% |
| YTD | +2.5% | +14.0% | -11.5% | +2.4% |
| 1Y | +4.0% | +20.3% | -16.3% | +3.9% |
| 3Y | +16.8% | +75.4% | -58.6% | +16.5% |
| All | +20.4% | +84.5% | -64.1% | +20.4% |
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