+91.0%
CTBI vs VT
+57.0%
+33.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +1.5% | +2.4% | -0.8% | 0.0% |
| 30D | -5.0% | -1.5% | -3.5% | -4.2% |
| 3M | -10.5% | -4.1% | -6.4% | -8.2% |
| 6M | +10.6% | +0.6% | +10.0% | +9.6% |
| YTD | +27.4% | +11.0% | +16.4% | +17.7% |
| 1Y | +34.1% | +13.3% | +20.8% | +22.1% |
| 3Y | +100.4% | +73.4% | +27.0% | +39.5% |
| All | +91.0% | +57.0% | +33.9% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling