-67.5%
CTOR vs VT
+10.7%
-78.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.5% | -2.2% |
| 7D | -5.7% | -4.2% | -1.5% | +0.9% |
| 30D | -41.2% | -5.8% | -35.4% | -35.3% |
| 3M | -36.3% | -5.2% | -31.1% | -30.6% |
| 6M | -47.8% | +0.1% | -47.9% | -49.1% |
| YTD | -50.0% | +8.2% | -58.2% | -60.5% |
| 1Y | -67.5% | +10.1% | -77.7% | -74.8% |
| All | -67.5% | +10.7% | -78.2% | -74.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling