+34.3%
VTV vs CYCU
-99.9%
+134.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.5% |
| 7D | +1.8% | +1.2% | +0.6% | +1.8% |
| 30D | +6.0% | -31.5% | +37.5% | +6.1% |
| 3M | +3.7% | -62.0% | +65.7% | +3.8% |
| 6M | +13.9% | -67.4% | +81.4% | +14.3% |
| YTD | +22.8% | -88.6% | +111.4% | +23.9% |
| 1Y | +27.9% | -88.5% | +116.4% | +28.7% |
| All | +34.3% | -99.9% | +134.2% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling