+231.7%
CTVA vs VT
+158.3%
+73.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | +4.9% | +0.4% | +4.5% | +4.5% |
| 30D | +11.9% | +1.0% | +10.9% | +10.8% |
| 3M | +13.7% | +2.4% | +11.3% | +10.7% |
| 6M | +13.1% | +12.0% | +1.1% | +0.8% |
| YTD | +32.0% | +15.3% | +16.6% | +14.2% |
| 1Y | +22.1% | +22.6% | -0.5% | -0.6% |
| 3Y | +77.5% | +74.7% | +2.8% | +1.8% |
| 5Y | +106.3% | +66.1% | +40.1% | +23.7% |
| All | +231.7% | +158.3% | +73.3% | +13.5% |
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