-99.9%
CTXR vs VT
+229.7%
-329.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.3% |
| 7D | +4.2% | -2.3% | +6.5% | +5.6% |
| 30D | +8.8% | -5.0% | +13.8% | +12.5% |
| 3M | -15.1% | -4.9% | -10.2% | -12.1% |
| 6M | -18.2% | -1.5% | -16.6% | -16.8% |
| YTD | -29.8% | +8.5% | -38.3% | -32.4% |
| 1Y | -56.0% | +11.4% | -67.4% | -58.2% |
| 3Y | -97.2% | +70.1% | -167.2% | -97.8% |
| 5Y | -98.9% | +53.7% | -152.6% | -99.1% |
| 10Y | -99.7% | +220.0% | -319.7% | -99.8% |
| All | -99.9% | +229.7% | -329.5% | -99.9% |
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