-71.2%
CITR vs VT
+11.6%
-82.8%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.2% | -5.2% |
| 7D | -8.5% | +2.4% | -10.9% | -10.1% |
| 30D | -13.7% | -1.5% | -12.2% | -12.8% |
| 3M | -62.6% | -4.1% | -58.5% | -61.5% |
| 6M | -66.3% | +0.6% | -66.8% | -66.2% |
| YTD | -72.0% | +11.0% | -83.1% | -72.2% |
| All | -71.2% | +11.6% | -82.8% | -71.3% |
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