+463.1%
CTBI price history and return analytics
+357.8%
+105.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +1.1% | +2.9% | -1.8% | -1.5% |
| 30D | -5.4% | -2.5% | -2.9% | -3.4% |
| 3M | -9.7% | -3.3% | -6.3% | -7.2% |
| 6M | +9.9% | +1.5% | +8.4% | +7.5% |
| YTD | +27.3% | +11.4% | +15.9% | +14.0% |
| 1Y | +33.7% | +11.9% | +21.8% | +19.1% |
| 3Y | +101.5% | +73.9% | +27.7% | +19.4% |
| 5Y | +89.3% | +57.9% | +31.4% | +20.2% |
| 10Y | +145.2% | +222.6% | -77.4% | -19.3% |
| All | +463.1% | +357.8% | +105.3% | +44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling