-92.1%
CUE vs VT
+158.7%
-250.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.6% | +0.4% | -2.0% | -2.3% |
| 30D | +3.0% | +1.0% | +2.0% | +1.7% |
| 3M | -7.4% | +2.4% | -9.8% | -9.5% |
| 6M | +202.9% | +12.0% | +190.9% | +165.7% |
| YTD | +199.9% | +15.3% | +184.6% | +152.9% |
| 1Y | +16.5% | +22.6% | -6.1% | -9.3% |
| 3Y | -65.9% | +74.7% | -140.5% | -83.4% |
| 5Y | -92.3% | +66.1% | -158.4% | -95.9% |
| All | -92.1% | +158.7% | -250.8% | -97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling