+2,968.4%
CURE vs VT
+368.2%
+2,600.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +0.2% | +0.4% | -0.2% | -0.8% |
| 30D | +12.2% | +1.0% | +11.2% | +9.8% |
| 3M | +38.3% | +2.4% | +35.9% | +28.5% |
| 6M | +21.4% | +12.0% | +9.4% | -6.9% |
| YTD | +23.2% | +15.3% | +7.9% | -11.7% |
| 1Y | +71.5% | +22.6% | +48.9% | +7.8% |
| 3Y | +43.7% | +74.7% | -31.0% | -57.7% |
| 5Y | +8.7% | +66.1% | -57.4% | -62.6% |
| 10Y | +352.4% | +225.0% | +127.4% | -51.0% |
| All | +2,968.4% | +368.2% | +2,600.2% | +121.7% |
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