+55.6%
CURB vs VT
+33.9%
+21.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -0.8% | +2.4% | -3.1% | -2.0% |
| 30D | +9.7% | -1.5% | +11.2% | +10.4% |
| 3M | -2.4% | -4.1% | +1.7% | -0.4% |
| 6M | +7.6% | +0.6% | +7.0% | +6.8% |
| YTD | +27.9% | +11.0% | +16.8% | +19.0% |
| 1Y | +29.0% | +13.3% | +15.6% | +18.2% |
| All | +55.6% | +33.9% | +21.7% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling