-66.7%
CURI vs VT
+53.2%
-119.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | +0.8% |
| 7D | -0.4% | -4.2% | +3.8% | +6.0% |
| 30D | -14.3% | -5.8% | -8.5% | -6.5% |
| 3M | -0.5% | -5.2% | +4.7% | +7.4% |
| 6M | -12.3% | +0.1% | -12.4% | -12.4% |
| YTD | -28.1% | +8.2% | -36.4% | -36.2% |
| 1Y | -32.1% | +10.1% | -42.2% | -41.6% |
| 3Y | +404.2% | +69.7% | +334.5% | +109.7% |
| 5Y | -66.7% | +53.4% | -120.1% | -81.0% |
| All | -66.7% | +53.2% | -119.9% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling