-22.1%
CTRI vs VT
+50.0%
-72.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.1% | -5.1% | -3.1% |
| 7D | -13.4% | -4.2% | -9.2% | -7.7% |
| 30D | -12.0% | -5.8% | -6.2% | -3.7% |
| 3M | -16.1% | -5.2% | -10.9% | -8.9% |
| 6M | -55.1% | +0.1% | -55.3% | -55.2% |
| YTD | -26.1% | +8.2% | -34.4% | -34.2% |
| 1Y | -14.9% | +10.1% | -25.0% | -25.9% |
| All | -22.1% | +50.0% | -72.2% | -52.7% |
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 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