+173.2%
CUBE vs VT
+217.6%
-44.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +1.7% | -0.1% | +1.9% | +1.7% |
| 30D | +18.6% | -3.1% | +21.6% | +20.8% |
| 3M | +11.4% | -3.5% | +14.9% | +13.8% |
| 6M | +14.4% | +0.5% | +13.9% | +13.3% |
| YTD | +32.2% | +10.8% | +21.4% | +22.3% |
| 1Y | +30.1% | +11.9% | +18.2% | +19.5% |
| 3Y | +43.5% | +73.0% | -29.4% | -3.1% |
| 5Y | +5.0% | +58.6% | -53.6% | -25.6% |
| 10Y | +173.2% | +219.2% | -46.0% | +40.9% |
| All | +173.2% | +217.6% | -44.4% | +40.9% |
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 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