+108.9%
CVU price history and return analytics
+20.4%
+88.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | 0.0% |
| 6M | +7.7% | +12.3% | -4.6% | -4.3% |
| YTD | +30.8% | +14.0% | +16.8% | +14.2% |
| 1Y | +108.9% | +20.3% | +88.6% | +76.0% |
| All | +108.9% | +20.4% | +88.4% | +76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling