+43.3%
CTVA vs VT
+74.0%
-30.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.8% |
| 7D | -20.8% | +2.4% | -23.1% | -21.8% |
| 30D | -29.6% | -1.5% | -28.1% | -29.0% |
| 3M | -16.9% | -4.1% | -12.8% | -14.8% |
| 6M | -24.3% | +0.6% | -24.8% | -25.0% |
| YTD | -5.6% | +11.0% | -16.6% | -13.5% |
| 1Y | -4.2% | +13.3% | -17.5% | -13.8% |
| 3Y | +43.3% | +73.4% | -30.1% | -22.9% |
| All | +43.3% | +74.0% | -30.7% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling