+23.6%
CTAS vs VT
+13.3%
+10.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.8% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | +10.7% | -1.7% | +12.5% | +10.9% |
| 3M | +11.0% | -2.3% | +13.3% | +11.2% |
| 6M | +38.7% | +1.5% | +37.2% | +38.2% |
| YTD | +21.8% | +12.0% | +9.7% | +15.7% |
| 1Y | +23.6% | +12.9% | +10.7% | +17.2% |
| All | +23.6% | +13.3% | +10.3% | +17.2% |
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