+421.0%
CURI vs VT
+69.4%
+351.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -0.8% |
| 7D | -0.4% | -4.2% | +3.8% | +4.4% |
| 30D | -14.3% | -5.8% | -8.5% | -8.6% |
| 3M | -0.5% | -5.2% | +4.7% | +5.4% |
| 6M | -12.3% | +0.1% | -12.4% | -11.8% |
| YTD | -28.1% | +8.2% | -36.4% | -33.3% |
| 1Y | -32.1% | +10.1% | -42.2% | -38.4% |
| All | +421.0% | +69.4% | +351.6% | +293.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling