-98.9%
CTXR vs VT
+57.5%
-156.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -5.7% |
| 7D | -14.0% | -0.1% | -13.8% | -14.3% |
| 30D | -1.2% | -3.1% | +1.9% | +2.4% |
| 3M | -27.2% | -3.5% | -23.7% | -23.9% |
| 6M | -23.0% | +0.5% | -23.4% | -22.9% |
| YTD | -36.6% | +10.8% | -47.3% | -43.1% |
| 1Y | -61.5% | +11.9% | -73.4% | -65.8% |
| 3Y | -97.4% | +73.0% | -170.4% | -98.5% |
| 5Y | -98.9% | +58.6% | -157.5% | -99.2% |
| All | -98.9% | +57.5% | -156.5% | -99.2% |
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