-31.9%
CTEC price history and return analytics
+121.0%
-152.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | -1.5% |
| 7D | +1.4% | +0.4% | +1.0% | +0.8% |
| 30D | -8.9% | -2.6% | -6.4% | -5.1% |
| 3M | -12.1% | -3.2% | -8.9% | -7.3% |
| 6M | -27.5% | +0.9% | -28.4% | -27.4% |
| YTD | -3.3% | +11.3% | -14.6% | -15.7% |
| 1Y | -15.6% | +14.0% | -29.6% | -28.8% |
| 3Y | +15.9% | +75.8% | -60.0% | -48.5% |
| 5Y | -51.6% | +57.8% | -109.4% | -72.9% |
| All | -31.9% | +121.0% | -152.9% | -76.1% |
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