-68.7%
CURI vs VT
+112.7%
-181.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -1.5% |
| 7D | -0.4% | -4.2% | +3.8% | +3.6% |
| 30D | -14.3% | -5.8% | -8.5% | -9.5% |
| 3M | -0.5% | -5.2% | +4.7% | +4.4% |
| 6M | -12.3% | +0.1% | -12.4% | -12.0% |
| YTD | -28.1% | +8.2% | -36.4% | -32.7% |
| 1Y | -32.1% | +10.1% | -42.2% | -37.6% |
| 3Y | +404.2% | +69.7% | +334.5% | +220.3% |
| 5Y | -66.7% | +53.4% | -120.1% | -77.7% |
| All | -68.7% | +112.7% | -181.4% | -79.5% |
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