+40.7%
VTR vs CYCU
-99.9%
+140.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -2.0% |
| 7D | -1.7% | -8.1% | +6.4% | -1.7% |
| 30D | -2.4% | -43.0% | +40.5% | -2.9% |
| 3M | +14.8% | -50.8% | +65.6% | +19.6% |
| 6M | +5.3% | -74.1% | +79.5% | +9.5% |
| YTD | +18.1% | -84.0% | +102.1% | +22.3% |
| 1Y | +36.7% | -92.2% | +128.9% | +41.7% |
| All | +40.7% | -99.9% | +140.6% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 10y: compounded portfolio wealth divided by compounded CYCU 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…
10y analysis · Full analysis span regression · 6 months rolling