-67.0%
CURI vs VT
+121.7%
-188.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +3.2% |
| 7D | +2.7% | -0.3% | +3.0% | +3.0% |
| 30D | -8.9% | -1.4% | -7.5% | -7.8% |
| 3M | +4.2% | -1.4% | +5.6% | +5.4% |
| 6M | -11.2% | +5.5% | -16.7% | -15.1% |
| YTD | -24.1% | +12.8% | -37.0% | -31.7% |
| 1Y | -28.5% | +15.4% | -43.9% | -37.1% |
| 3Y | +432.2% | +76.9% | +355.3% | +225.2% |
| 5Y | -64.5% | +60.4% | -124.9% | -77.1% |
| All | -67.0% | +121.7% | -188.7% | -79.2% |
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 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