-90.0%
CNTB vs VT
+85.6%
-175.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.6% | -4.6% |
| 7D | -17.5% | +0.4% | -17.9% | -18.0% |
| 30D | -15.6% | +1.0% | -16.6% | -16.3% |
| 3M | -20.0% | +2.4% | -22.4% | -21.4% |
| 6M | -29.0% | +12.0% | -41.0% | -34.7% |
| YTD | -34.8% | +15.3% | -50.1% | -41.3% |
| 1Y | +3.4% | +22.6% | -19.2% | -11.8% |
| 3Y | +130.0% | +74.7% | +55.3% | +46.3% |
| 5Y | -92.6% | +66.1% | -158.8% | -95.0% |
| All | -90.0% | +85.6% | -175.6% | -93.6% |
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