-92.4%
CUE vs VT
+66.2%
-158.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.6% | +0.4% | -2.0% | -2.5% |
| 30D | +3.0% | +1.0% | +2.0% | +1.5% |
| 3M | -7.4% | +2.4% | -9.8% | -10.1% |
| 6M | +202.9% | +12.0% | +190.9% | +158.2% |
| YTD | +199.9% | +15.3% | +184.6% | +144.2% |
| 1Y | +16.5% | +22.6% | -6.1% | -13.5% |
| 3Y | -65.9% | +74.7% | -140.5% | -85.6% |
| All | -92.4% | +66.2% | -158.6% | -96.4% |
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