-13.6%
CTRI vs VT
+59.1%
-72.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.5% |
| 7D | +1.0% | +1.0% | 0.0% | -0.5% |
| 30D | -13.2% | -0.2% | -13.0% | -12.9% |
| 3M | -31.0% | +4.5% | -35.5% | -35.8% |
| 6M | -29.4% | +14.1% | -43.5% | -41.9% |
| YTD | -18.0% | +14.8% | -32.8% | -33.2% |
| 1Y | -4.5% | +21.2% | -25.7% | -27.8% |
| All | -13.6% | +59.1% | -72.6% | -51.9% |
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