-98.9%
CTXR vs VT
+53.4%
-152.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.4% |
| 7D | +4.2% | -2.3% | +6.5% | +6.8% |
| 30D | +8.8% | -5.0% | +13.7% | +15.8% |
| 3M | -15.1% | -4.9% | -10.2% | -9.4% |
| 6M | -18.2% | -1.5% | -16.6% | -15.9% |
| YTD | -29.9% | +8.5% | -38.3% | -35.3% |
| 1Y | -56.0% | +11.4% | -67.4% | -60.6% |
| 3Y | -97.2% | +70.1% | -167.2% | -98.3% |
| All | -98.9% | +53.4% | -152.3% | -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