+104.9%
CVV price history and return analytics
+18.7%
+86.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | +0.2% |
| 7D | -3.1% | -2.0% | -1.1% | +2.9% |
| 30D | -19.8% | -1.4% | -18.4% | -16.1% |
| 3M | -2.0% | +4.7% | -6.8% | -13.4% |
| 6M | +38.4% | +11.4% | +27.1% | +10.7% |
| YTD | +102.9% | +13.1% | +89.9% | +59.0% |
| 1Y | +104.9% | +19.0% | +85.9% | +45.2% |
| All | +104.9% | +18.7% | +86.2% | +45.2% |
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 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