+221.2%
CUBI vs VT
+217.6%
+3.5%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.3% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +15.2% | -3.1% | +18.2% | +20.2% |
| 3M | +3.5% | -3.5% | +7.0% | +8.7% |
| 6M | +10.4% | +0.5% | +9.9% | +8.4% |
| YTD | +16.6% | +10.8% | +5.8% | -1.8% |
| 1Y | +24.6% | +11.9% | +12.7% | +3.3% |
| 3Y | +106.2% | +73.0% | +33.2% | -10.9% |
| 5Y | +43.9% | +58.6% | -14.7% | -25.7% |
| 10Y | +221.2% | +219.2% | +2.0% | -25.0% |
| All | +221.2% | +217.6% | +3.5% | -25.0% |
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