+4.9%
CVV price history and return analytics
+15.2%
-10.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -4.4% |
| 7D | -7.0% | -0.3% | -6.7% | -6.4% |
| 30D | -10.0% | -1.4% | -8.6% | -6.8% |
| 3M | -53.7% | -1.4% | -52.3% | -52.4% |
| 6M | -47.8% | +5.5% | -53.3% | -53.4% |
| YTD | +24.6% | +12.8% | +11.8% | +6.0% |
| 1Y | +4.9% | +15.4% | -10.5% | -12.3% |
| All | +4.9% | +15.2% | -10.3% | -12.3% |
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 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