+813.8%
CUBI vs VT
+331.9%
+481.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.2% |
| 7D | +0.7% | -2.3% | +3.0% | +3.7% |
| 30D | +14.3% | -5.0% | +19.2% | +21.8% |
| 3M | +3.3% | -4.9% | +8.1% | +9.9% |
| 6M | +8.3% | -1.5% | +9.8% | +9.6% |
| YTD | +15.9% | +8.5% | +7.4% | +2.8% |
| 1Y | +27.1% | +11.4% | +15.7% | +8.9% |
| 3Y | +91.5% | +70.1% | +21.4% | -4.0% |
| 5Y | +43.0% | +53.7% | -10.7% | -14.9% |
| 10Y | +241.0% | +220.0% | +21.0% | +5.1% |
| All | +813.8% | +331.9% | +481.9% | +155.3% |
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