+117.6%
CUBE vs VT
+221.4%
-103.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.7% |
| 7D | -0.2% | +1.0% | -1.2% | -0.9% |
| 30D | -5.1% | -0.2% | -4.8% | -4.9% |
| 3M | +0.1% | +4.5% | -4.5% | -3.2% |
| 6M | +1.4% | +14.1% | -12.6% | -7.7% |
| YTD | +14.8% | +14.8% | +0.1% | +4.0% |
| 1Y | +1.9% | +21.2% | -19.3% | -11.3% |
| 3Y | +13.6% | +76.6% | -63.0% | -24.1% |
| 5Y | -9.5% | +66.6% | -76.1% | -37.8% |
| 10Y | +117.6% | +222.3% | -104.7% | +0.4% |
| All | +117.6% | +221.4% | -103.8% | +0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling