-38.2%
CTNM vs VT
+45.6%
-83.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.2% | +7.8% | +7.8% |
| 7D | +1.4% | -2.3% | +3.7% | +4.3% |
| 30D | -25.2% | -5.0% | -20.3% | -20.7% |
| 3M | -38.0% | -4.9% | -33.1% | -34.2% |
| 6M | -36.3% | -1.5% | -34.7% | -34.3% |
| YTD | -16.7% | +8.5% | -25.2% | -20.7% |
| 1Y | -13.5% | +11.4% | -24.9% | -19.2% |
| All | -38.2% | +45.6% | -83.8% | -53.7% |
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