+624.8%
CMTV vs VT
+374.2%
+250.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -2.3% | +0.4% | -2.8% | -2.4% |
| 30D | -1.7% | +1.0% | -2.6% | -1.7% |
| 3M | +8.4% | +2.4% | +6.0% | +8.2% |
| 6M | +35.0% | +12.0% | +23.0% | +33.6% |
| YTD | +65.3% | +15.3% | +49.9% | +63.2% |
| 1Y | +84.2% | +22.6% | +61.7% | +80.9% |
| 3Y | +183.4% | +74.7% | +108.7% | +169.0% |
| 5Y | +154.7% | +66.1% | +88.6% | +142.0% |
| 10Y | +359.4% | +225.0% | +134.4% | +318.2% |
| All | +624.8% | +374.2% | +250.6% | +626.3% |
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 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