+11.1%
CTAP price history and return analytics
+12.0%
-0.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | +4.5% | +2.4% | +2.2% | +3.8% |
| 30D | -11.3% | -1.5% | -9.8% | -10.9% |
| 3M | -2.7% | -4.1% | +1.4% | -1.6% |
| 6M | -14.0% | +0.6% | -14.5% | -14.1% |
| YTD | +9.2% | +11.0% | -1.8% | +5.2% |
| All | +11.1% | +12.0% | -0.9% | +7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling