-95.0%
CUE vs VT
+149.8%
-244.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.3% |
| 7D | -2.8% | +2.9% | -5.7% | -6.6% |
| 30D | -10.6% | -2.5% | -8.1% | -6.5% |
| 3M | -42.5% | -3.3% | -39.1% | -39.3% |
| 6M | -40.2% | +1.5% | -41.7% | -40.5% |
| YTD | +91.3% | +11.4% | +79.9% | +70.2% |
| 1Y | -12.7% | +11.9% | -24.6% | -22.8% |
| 3Y | -74.7% | +73.9% | -148.6% | -87.7% |
| 5Y | -96.5% | +57.9% | -154.4% | -98.0% |
| All | -95.0% | +149.8% | -244.7% | -98.3% |
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 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