-32.1%
CURI vs VT
+10.7%
-42.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -1.2% |
| 7D | -0.4% | -4.2% | +3.8% | +3.9% |
| 30D | -14.3% | -5.8% | -8.5% | -9.1% |
| 3M | -0.5% | -5.2% | +4.7% | +5.0% |
| 6M | -12.3% | +0.1% | -12.4% | -10.6% |
| YTD | -28.1% | +8.2% | -36.4% | -28.1% |
| 1Y | -32.1% | +10.1% | -42.2% | -30.2% |
| All | -32.1% | +10.7% | -42.8% | -30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling