+774.3%
CUBI vs VT
+359.2%
+415.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +3.2% | +0.4% | +2.7% | +2.6% |
| 30D | -2.0% | +1.0% | -3.0% | -3.2% |
| 3M | +8.2% | +2.4% | +5.8% | +4.4% |
| 6M | +15.4% | +12.0% | +3.4% | -1.3% |
| YTD | +10.9% | +15.3% | -4.5% | -8.9% |
| 1Y | +15.9% | +22.6% | -6.7% | -12.2% |
| 3Y | +124.0% | +74.7% | +49.3% | +8.8% |
| 5Y | +106.9% | +66.1% | +40.8% | +12.1% |
| 10Y | +202.5% | +225.0% | -22.5% | -10.8% |
| All | +774.3% | +359.2% | +415.1% | +126.2% |
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 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