-33.3%
CTEC price history and return analytics
+120.0%
-153.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.4% |
| 7D | -3.2% | -0.1% | -3.0% | -3.0% |
| 30D | -10.9% | -3.1% | -7.8% | -6.4% |
| 3M | -13.4% | -3.5% | -9.9% | -8.3% |
| 6M | -29.0% | +0.5% | -29.5% | -28.4% |
| YTD | -5.3% | +10.8% | -16.1% | -16.9% |
| 1Y | -19.6% | +11.9% | -31.5% | -30.3% |
| 3Y | +15.8% | +73.0% | -57.1% | -47.2% |
| 5Y | -51.5% | +58.6% | -110.1% | -73.1% |
| All | -33.3% | +120.0% | -153.3% | -76.4% |
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