+457.2%
CTBI vs VT
+345.0%
+112.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +1.8% |
| 7D | -1.1% | -4.2% | +3.1% | +2.7% |
| 30D | -8.9% | -5.8% | -3.1% | -4.0% |
| 3M | -11.3% | -5.2% | -6.1% | -7.2% |
| 6M | +7.0% | +0.1% | +6.9% | +5.9% |
| YTD | +25.9% | +8.2% | +17.7% | +15.8% |
| 1Y | +36.2% | +10.1% | +26.0% | +23.1% |
| 3Y | +94.4% | +69.7% | +24.7% | +17.8% |
| 5Y | +84.3% | +53.4% | +30.9% | +20.1% |
| 10Y | +178.9% | +219.2% | -40.3% | -7.3% |
| All | +457.2% | +345.0% | +112.2% | +46.5% |
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 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