+35.3%
VGT vs CTVA
+18.2%
+17.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.2% |
| 7D | -0.2% | -4.5% | +4.3% | -0.2% |
| 30D | -0.4% | +11.3% | -11.8% | -0.5% |
| 3M | +4.4% | +12.3% | -7.9% | +3.8% |
| 6M | +32.1% | +7.2% | +24.9% | +31.2% |
| YTD | +28.8% | +26.0% | +2.8% | +27.2% |
| 1Y | +35.3% | +16.0% | +19.3% | +32.1% |
| All | +35.3% | +18.2% | +17.1% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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