+3,644.2%
CURE vs VT
+340.4%
+3,303.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.8% |
| 7D | -0.8% | -2.3% | +1.5% | +4.5% |
| 30D | +28.0% | -5.0% | +33.0% | +42.1% |
| 3M | +36.3% | -4.9% | +41.1% | +50.7% |
| 6M | +89.7% | -1.5% | +91.2% | +89.8% |
| YTD | +50.3% | +8.5% | +41.9% | +22.1% |
| 1Y | +77.2% | +11.4% | +65.8% | +36.1% |
| 3Y | +100.7% | +70.1% | +30.7% | -38.0% |
| 5Y | +44.8% | +53.7% | -8.9% | -41.6% |
| 10Y | +621.5% | +220.0% | +401.5% | -19.8% |
| All | +3,644.2% | +340.4% | +3,303.8% | +206.5% |
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