-12.8%
CUE vs VT
+10.5%
-23.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.4% |
| 7D | -10.3% | -2.3% | -7.9% | -4.5% |
| 30D | -16.8% | -5.0% | -11.8% | -3.7% |
| 3M | -30.7% | -4.9% | -25.8% | -20.8% |
| 6M | -44.9% | -1.5% | -43.3% | -42.3% |
| YTD | +104.7% | +8.5% | +96.2% | +62.0% |
| 1Y | -12.8% | +11.4% | -24.2% | -35.2% |
| All | -12.8% | +10.5% | -23.3% | -35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling