-95.7%
CUE vs VT
+53.4%
-149.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.6% |
| 7D | -10.3% | -2.3% | -7.9% | -6.3% |
| 30D | -16.8% | -5.0% | -11.8% | -8.3% |
| 3M | -30.7% | -4.9% | -25.8% | -24.1% |
| 6M | -44.9% | -1.5% | -43.3% | -42.6% |
| YTD | +104.7% | +8.5% | +96.2% | +85.3% |
| 1Y | -12.8% | +11.4% | -24.2% | -24.4% |
| 3Y | -75.5% | +70.1% | -145.6% | -89.2% |
| All | -95.7% | +53.4% | -149.2% | -97.6% |
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