+178.1%
CMTV vs VT
+77.9%
+100.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -2.3% | +0.4% | -2.8% | -2.3% |
| 30D | -1.7% | +1.0% | -2.6% | -1.6% |
| 3M | +8.4% | +2.4% | +6.0% | +8.8% |
| 6M | +35.0% | +12.0% | +23.0% | +35.8% |
| YTD | +65.3% | +15.3% | +49.9% | +66.1% |
| 1Y | +84.2% | +22.6% | +61.7% | +84.5% |
| All | +178.1% | +77.9% | +100.3% | +156.8% |
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