-75.5%
CTKB vs VT
+57.9%
-133.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.2% |
| 7D | -0.3% | -1.6% | +1.3% | +2.1% |
| 30D | +1.5% | -2.5% | +4.0% | +5.4% |
| 3M | +38.3% | -1.3% | +39.6% | +40.8% |
| 6M | +29.0% | +3.1% | +25.9% | +21.7% |
| YTD | +18.0% | +10.9% | +7.1% | -0.9% |
| 1Y | +51.3% | +12.1% | +39.2% | +24.9% |
| 3Y | +35.8% | +73.9% | -38.1% | -42.5% |
| All | -75.5% | +57.9% | -133.3% | -87.3% |
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