-5.3%
CUZ vs VT
+57.9%
-63.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +1.3% | -1.6% | +2.9% | +2.8% |
| 30D | +5.6% | -2.5% | +8.1% | +8.1% |
| 3M | -5.8% | -1.3% | -4.5% | -4.7% |
| 6M | +16.3% | +3.1% | +13.2% | +12.0% |
| YTD | +19.1% | +10.9% | +8.1% | +5.9% |
| 1Y | +19.2% | +12.1% | +7.1% | +4.9% |
| 3Y | +69.9% | +73.9% | -4.0% | -7.8% |
| All | -5.3% | +57.9% | -63.2% | -44.3% |
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