-9.3%
CTSH vs VT
+53.2%
-62.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.2% | +4.6% |
| 7D | +6.4% | -4.2% | +10.6% | +10.0% |
| 30D | +16.3% | -5.8% | +22.1% | +21.9% |
| 3M | +20.0% | -5.2% | +25.2% | +25.0% |
| 6M | +29.9% | +0.1% | +29.8% | +27.3% |
| YTD | -18.4% | +8.2% | -26.6% | -26.3% |
| 1Y | -8.9% | +10.1% | -19.0% | -19.1% |
| 3Y | +6.0% | +69.7% | -63.7% | -40.4% |
| 5Y | -9.3% | +53.4% | -62.7% | -41.1% |
| All | -9.3% | +53.2% | -62.5% | -41.1% |
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