-70.1%
CITR vs VT
+8.8%
-78.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -0.3% |
| 7D | -6.7% | -4.2% | -2.6% | -3.9% |
| 30D | -17.8% | -5.8% | -12.0% | -14.2% |
| 3M | -59.6% | -5.2% | -54.3% | -57.9% |
| 6M | -66.1% | +0.1% | -66.2% | -65.5% |
| YTD | -70.9% | +8.2% | -79.1% | -70.5% |
| All | -70.1% | +8.8% | -78.8% | -69.6% |
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