+70.1%
CX vs VT
+57.4%
+12.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.8% | -0.3% |
| 7D | +1.8% | +0.4% | +1.5% | +1.1% |
| 30D | +16.0% | -2.6% | +18.6% | +20.3% |
| 3M | -1.8% | -3.2% | +1.4% | +3.0% |
| 6M | -15.0% | +0.9% | -15.9% | -16.0% |
| YTD | -2.8% | +11.3% | -14.1% | -15.8% |
| 1Y | +9.5% | +14.0% | -4.5% | -8.4% |
| 3Y | +66.7% | +75.8% | -9.2% | -27.6% |
| 5Y | +70.1% | +57.8% | +12.3% | -9.5% |
| All | +70.1% | +57.4% | +12.8% | -9.5% |
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 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