-95.2%
CUE vs VT
+57.4%
-152.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +2.9% |
| 7D | +3.7% | +0.4% | +3.3% | +3.3% |
| 30D | -27.2% | -2.6% | -24.6% | -23.2% |
| 3M | -25.7% | -3.2% | -22.5% | -21.1% |
| 6M | -42.5% | +0.9% | -43.4% | -42.5% |
| YTD | +120.1% | +11.3% | +108.8% | +90.7% |
| 1Y | -4.2% | +14.0% | -18.2% | -20.3% |
| 3Y | -67.6% | +75.8% | -143.5% | -86.5% |
| 5Y | -95.2% | +57.8% | -153.0% | -97.4% |
| All | -95.2% | +57.4% | -152.6% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling