-74.9%
CTKB vs VT
+71.5%
-146.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | +0.4% | 0.0% | -0.2% |
| 30D | +12.4% | +1.0% | +11.5% | +10.9% |
| 3M | +8.5% | +2.4% | +6.2% | +4.1% |
| 6M | +6.6% | +12.0% | -5.4% | -11.5% |
| YTD | -6.9% | +15.3% | -22.3% | -26.2% |
| 1Y | +18.1% | +22.6% | -4.5% | -14.8% |
| 3Y | -39.2% | +74.7% | -113.9% | -74.4% |
| 5Y | -80.6% | +66.1% | -146.7% | -90.5% |
| All | -74.9% | +71.5% | -146.5% | -88.4% |
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