+3,654.6%
CURE vs VT
+339.4%
+3,315.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -4.1% | -3.7% | +0.7% |
| 7D | +0.7% | -4.2% | +4.9% | +10.3% |
| 30D | +32.4% | -5.8% | +38.2% | +49.6% |
| 3M | +37.3% | -5.2% | +42.5% | +53.0% |
| 6M | +90.8% | +0.1% | +90.6% | +83.9% |
| YTD | +50.8% | +8.2% | +42.5% | +23.0% |
| 1Y | +78.7% | +10.1% | +68.6% | +40.6% |
| 3Y | +105.3% | +69.7% | +35.6% | -36.3% |
| 5Y | +45.2% | +53.4% | -8.2% | -41.1% |
| 10Y | +623.5% | +219.2% | +404.3% | -19.2% |
| All | +3,654.6% | +339.4% | +3,315.2% | +208.9% |
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 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