+523.8%
CURE vs VT
+217.6%
+306.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.9% |
| 7D | +7.3% | -0.1% | +7.4% | +8.1% |
| 30D | +32.4% | -3.1% | +35.5% | +41.2% |
| 3M | +35.7% | -3.5% | +39.2% | +45.9% |
| 6M | +111.0% | +0.5% | +110.6% | +102.5% |
| YTD | +60.7% | +10.8% | +49.9% | +24.1% |
| 1Y | +84.9% | +11.9% | +73.0% | +39.7% |
| 3Y | +125.8% | +73.0% | +52.8% | -36.0% |
| 5Y | +53.0% | +58.6% | -5.6% | -44.3% |
| 10Y | +523.8% | +219.2% | +304.6% | -38.9% |
| All | +523.8% | +217.6% | +306.2% | -38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling