-67.1%
CITR vs VT
+11.9%
-79.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +2.4% |
| 7D | +4.5% | +0.4% | +4.1% | +4.1% |
| 30D | -12.5% | -2.6% | -9.9% | -10.9% |
| 3M | -56.3% | -3.2% | -53.0% | -55.3% |
| 6M | -63.0% | +0.9% | -63.9% | -63.0% |
| YTD | -68.1% | +11.3% | -79.4% | -68.3% |
| All | -67.1% | +11.9% | -79.0% | -67.3% |
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