-24.7%
CVU price history and return analytics
+222.7%
-247.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | +0.6% | -0.1% | +0.7% | +0.7% |
| 30D | -1.3% | -0.7% | -0.7% | -0.6% |
| 3M | +4.2% | +4.0% | +0.2% | +0.3% |
| 6M | +7.7% | +12.3% | -4.6% | -4.0% |
| YTD | +30.8% | +14.0% | +16.8% | +14.9% |
| 1Y | +108.9% | +20.3% | +88.6% | +74.0% |
| 3Y | +52.8% | +75.4% | -22.6% | -13.2% |
| 5Y | +73.8% | +66.0% | +7.9% | +3.2% |
| 10Y | -24.7% | +228.2% | -252.9% | -77.2% |
| All | -24.7% | +222.7% | -247.4% | -77.2% |
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