+172.7%
CTBI vs VT
+215.5%
-42.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.6% |
| 7D | +0.2% | -2.3% | +2.5% | +2.2% |
| 30D | -7.2% | -5.0% | -2.2% | -3.1% |
| 3M | -11.0% | -4.9% | -6.1% | -7.2% |
| 6M | +6.0% | -1.5% | +7.6% | +6.6% |
| YTD | +25.5% | +8.5% | +17.0% | +14.9% |
| 1Y | +36.3% | +11.4% | +25.0% | +21.7% |
| 3Y | +94.0% | +70.1% | +23.9% | +16.0% |
| 5Y | +83.6% | +53.7% | +29.9% | +19.9% |
| All | +172.7% | +215.5% | -42.8% | -8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling