+519.1%
CTBI vs VT
+374.2%
+144.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.4% | +0.4% | +1.0% | +1.0% |
| 30D | -1.5% | +1.0% | -2.4% | -2.4% |
| 3M | +16.0% | +2.4% | +13.7% | +13.0% |
| 6M | +28.5% | +12.0% | +16.5% | +15.0% |
| YTD | +39.9% | +15.3% | +24.6% | +21.8% |
| 1Y | +36.8% | +22.6% | +14.2% | +12.4% |
| 3Y | +140.6% | +74.7% | +66.0% | +42.4% |
| 5Y | +129.8% | +66.1% | +63.6% | +39.6% |
| 10Y | +205.9% | +225.0% | -19.1% | +0.3% |
| All | +519.1% | +374.2% | +144.9% | +54.1% |
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