-15.8%
CVV price history and return analytics
+75.3%
-91.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | 0.0% | +1.0% | -1.0% | -1.3% |
| 30D | -19.8% | -0.2% | -19.6% | -19.4% |
| 3M | +6.1% | +4.5% | +1.6% | +1.3% |
| 6M | +77.3% | +14.1% | +63.2% | +58.2% |
| YTD | +112.3% | +14.8% | +97.5% | +90.8% |
| 1Y | +135.1% | +21.2% | +113.9% | +104.7% |
| All | -15.8% | +75.3% | -91.1% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling