+199.4%
CTVA vs VT
+143.0%
+56.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.4% |
| 7D | +2.2% | -2.3% | +4.6% | +4.3% |
| 30D | -17.6% | -5.0% | -12.7% | -14.0% |
| 3M | +3.4% | -4.9% | +8.3% | +7.7% |
| 6M | -2.6% | -1.5% | -1.0% | -2.2% |
| YTD | +19.1% | +8.5% | +10.6% | +8.6% |
| 1Y | +26.8% | +11.4% | +15.4% | +12.6% |
| 3Y | +63.9% | +70.1% | -6.2% | -4.3% |
| 5Y | +75.7% | +53.7% | +22.0% | +13.0% |
| All | +199.4% | +143.0% | +56.4% | +7.9% |
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