-6.3%
CURV vs VT
+23.4%
-29.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -1.7% |
| 7D | -0.4% | +0.1% | -0.6% | -0.5% |
| 30D | -15.8% | +0.8% | -16.7% | -15.8% |
| 3M | +60.4% | +2.8% | +57.6% | +60.3% |
| 6M | +106.5% | +13.0% | +93.5% | +110.7% |
| YTD | +128.0% | +15.4% | +112.7% | +129.9% |
| All | -6.3% | +23.4% | -29.7% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling