+28.6%
CVV price history and return analytics
+355.4%
-326.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.2% |
| 7D | +4.9% | -0.1% | +5.1% | +5.2% |
| 30D | -3.1% | -3.1% | -0.1% | -0.8% |
| 3M | -48.3% | -3.5% | -44.8% | -47.0% |
| 6M | -42.9% | +0.5% | -43.3% | -42.5% |
| YTD | +31.1% | +10.8% | +20.3% | +25.4% |
| 1Y | +17.7% | +11.9% | +5.8% | +11.9% |
| 3Y | -30.2% | +73.0% | -103.1% | -49.6% |
| 5Y | -18.0% | +58.6% | -76.6% | -37.6% |
| 10Y | -48.3% | +219.2% | -267.5% | -73.5% |
| All | +28.6% | +355.4% | -326.9% | -42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling