-97.2%
CTXR vs VT
+69.7%
-166.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.5% |
| 7D | +4.2% | -2.3% | +6.5% | +7.3% |
| 30D | +8.8% | -5.0% | +13.7% | +17.3% |
| 3M | -15.1% | -4.9% | -10.2% | -8.2% |
| 6M | -18.2% | -1.5% | -16.6% | -15.6% |
| YTD | -29.9% | +8.5% | -38.3% | -36.9% |
| 1Y | -56.0% | +11.4% | -67.4% | -61.7% |
| 3Y | -97.2% | +70.1% | -167.2% | -98.1% |
| All | -97.2% | +69.7% | -166.9% | -98.1% |
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 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