+43.6%
CUBE vs VT
+69.7%
-26.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +5.3% | -2.3% | +7.7% | +6.7% |
| 30D | +20.9% | -5.0% | +25.9% | +24.3% |
| 3M | +7.6% | -4.9% | +12.5% | +10.5% |
| 6M | +13.3% | -1.5% | +14.8% | +13.5% |
| YTD | +30.3% | +8.5% | +21.9% | +22.0% |
| 1Y | +27.1% | +11.4% | +15.7% | +16.7% |
| 3Y | +43.6% | +70.1% | -26.4% | -17.2% |
| All | +43.6% | +69.7% | -26.1% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling