-59.1%
CURR vs VT
+40.3%
-99.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +1.7% | -13.2% | -12.0% |
| 7D | -21.4% | -0.3% | -21.1% | -21.3% |
| 30D | -39.7% | -1.4% | -38.2% | -39.3% |
| 3M | -43.3% | -1.4% | -41.9% | -43.1% |
| 6M | -45.9% | +5.5% | -51.4% | -46.6% |
| YTD | -0.6% | +12.8% | -13.4% | -3.0% |
| 1Y | -27.6% | +15.4% | -43.1% | -29.5% |
| All | -59.1% | +40.3% | -99.4% | -69.9% |
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